01Overview
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 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 - Selling Mutual Fund/ fixed deposits/health insurance/life insurance/portfolio management services/others - Responsible for building AUM and revenue generation as per company benchmarks - Responsible for meeting cross sales targets - Ensuring high quality service and key Customer Relationship Management - Comply with KYC/SEBI rules, regulations and legislation Required Experience, Skills and Qualifications Qualification : Graduate/ 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 POWER POINT - Internet savvy Job location Dongargarh .