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AGM / Sr. Manager - Mutual Fund Sales

10.00 to 20.00 Years   Delhi   13 May, 2021
Job LocationDelhi
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaGeneral / Other Software
EmploymentTypeFull-time

Job Description

Roles and Responsibilities:-- Responsible for supervising business development, marketing and operations for Insurance/Mutual fund division.- Manages adjusters investigators and appraisers.- Insures claims are processed in a timely manner and resolves issues that arise during process.- Professionally and effectively employs Business Development skills to achieve targeted sales within stipulated Time Frame.- Will take care of Offline and Online Insurance/Mutual fund.- Responsible for New client acquisition and Increase the level of sales and business mix from individual clients.- Managing the sales operations and accountable for increasing the sales growth.- Create and Modify procedures and documents related to insurance policies.- Identify risks associated with policies and assist in claims management.- Manage Mutual fund/Insurance Data for reports.- Risk and Portfolio Management.- Obtain and oversee company insurance or related funds that management uses to cover costs such as disability benefits or lawsuits.- Identify and develop sources of potential clients- Effective Client Management and Team Handling.- Determine premium rates of insurance.(Reporting to CMD).Mail me your updated resume with PP size photograph with following details:-Current CTC -Expected CTC -Notice Period - at sunil2@alankit.comKey Responsibilities:-

  • Revenue generation and Servicing to existing and new Channel partners/Corporate.
  • Handing entire Mutual Funds/ IPO/ Insurance etc. Portfolio for Alankit.
  • Handling existing team and build new team for Business expansion.
  • Generation of Revenue and increase profitability.
  • Coordination and Business relationship with all the insurance/mutual funds companies.
  • Presentation to new corporate.
  • Hassle free claim settlement overview.
  • Quotations and Negotiation with insurance/mutual fund companies.
  • Training, development and motivation to existing and new Team.
  • Guide Team for clearing exam of IRDA broker Qualified Person.
Desired Candidate Profile:-- Excellent communication skill.- Positive attitude.- Team handling experience.- Experience in selling mutual fund is mandatory.,

Keyskills :
new client acquisitionmutual fundsteam handlingsales operationsclaim settlementclient managementclient acquisitiondisability benefitsbusiness developmentctcriskcareirdasalesclaimsresumesellingbusinessbenefits

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