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BDM - Insurance

1.00 to 5.00 Years   Bangalore   15 Sep, 2020
Angel Broking Ltd
Job LocationBangalore
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

Dear Candidate,Greetings!Profile:BDM - InsuranceJob Responsibility

  • Advising clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc.
  • Responsibility includes Advisory services to Promoters, Treasuries, HNIs and NRIs, Relationship management with Ultra HNI clients(Resident Indians, Corporates) in India ensuring annual revenue target achievement
  • Carry out quarterly/ annual portfolio review and analysis of the clients investment portfolio to ensure that the investments are in line with the clients expectations and risk profile
  • Responsible for reporting to meet the targets along with Support team
  • In depth understanding of Financial Market
  • Responsible to understand clients investment needs, creating long term asset allocation plan and 360 degree financial planning
  • Responsibility of selling Life insurance and Nonlife Insurance products as well as other Cross sell products.
  • Improve business quality by ensuring ECS (Electronic clearing system) is mandatory for renewal premium collection. Persistency management for renewal premium collection.
  • Details against all leads should be updated on the LMS( Learning Management System).
  • Should work hard on getting clients and ensure 2 meetings daily
Regards,Team HR

Keyskills :
target achievementsellinginsurancefinancial planningasset allocationinvestment portfolioadvising clientslearning managementadvisory servicesrelationship management

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