Incumbent will be responsible for developing business for the company which requires a thorough knowledge of the market, products, the solutions/services of life ,health and general insurances
Responsibilities and Duties
Offering mainly insurance Products, a wide range of insurance Financial Services and insurance Wealth Management Solutions to retail investors, Institutions, Corporations, High-Net Worth Individuals and Families.
- Conducting comprehensive review of client portfolios, including interacting with clients to assess strategies based on objectives and risk profile
- Selling health insurance/life insurance/ general insurance services and insurance related product & services
- Responsible for building AUM and revenue generation as per company benchmarks
- Responsible for meeting & crossing sales targets
- Ensuring high quality service and key Customer Relationship Management
- Comply with KYC/ IRDAI rules, regulations and legislation
Required Experience, Skills and Qualifications
Qualification : Post Graduate/ MBA
Strengths :-
- Good verbal/written communication – both English and hindi
- Product knowledge
Result oriented
- Prospecting and closing skills
Technical skills :-
- Good working knowledge in MS-OFFICE
- Effective PPT presentations in POWERPOINT
- Internet savvy
Job location Dongargarh
JOB DESCRIPTION FOR BUSINESS DEVELOPMENT EXECUTIVE/ MANAGER:
Job Summary
Incumbent will be responsible for developing business for the company which requires a thorough knowledge of the market, products, the solutions/services of Mutual Fund and other financial products
Responsibilities and Duties
- Conducting comprehensive review of client portfolios, including interacting with clients to assess strategies based on objectives and risk profile