Introduction Letter to New Acquaintance

January 19, 2018

Dear *|FNAME|*,

 

It was great meeting you at last night. Thank you so much for taking the time and contributing to an enjoyable conversation.
As we are newly acquainted, I hope you don’t mind if I introduce myself and the work I do just in case you might find it useful someday.
I work as a Financial Services Consultant with ABC Pte Ltd and we are one of the most established [Financial Institution]/company in the world.
As a Financial Services Consultant, my mission is to work with my clients and help them maximize their savings and achieve their financial objectives. Their financial objectives include:


1.    Income Protection Plan
2.    Family Security Plan
3.    Healthcare Planning
4.    Children Education Plan
5.    Mortgage Cancellation Plan
6.    Savings and Investment
7.    Retirement Lifestyle Planning

 

Do let me know if you require any of the above financial services. I will be glad to work with you to optimize your plans. Alternatively, if you know of anyone who might also require these services, please feel free to direct them to me. I will accord them with the same diligence and care as I do with my other clients.


Hope to catch up again with you soon!


Rgds
 

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