amIT Global solution

Job description:

• Will be responsible for acquiring preferred clients (HNI/Ultra HNI).

• To maintain client relationships and generate AUM (Assets Under Management) from preferred clients

• To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

• To coordinate with product and research team for taking investment decision for the clients.

• To conduct and assist in organizing seminars, workshops and other business development activities.

• To achieve budgeted targets in terms of number of clients/volume of business & assets

.

• To research, investigate and update themselves on available investment.

• To contact clients periodically and determine if they are satisfied with the service

• To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.

• Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency

Qualification:

• CFP / CFA / MBA in Finance / Marketing

Experience:

• 5+ year experience in financial services/ Broking Company and Insurance sector

Key Skills:

• Should be an individual performer
• Handling a reasonable book size
• Pleasant personality and good communication skills.

Functional Area:

• Marketing

Job Description:

Should be from broking industry and should have experience in on field sales.

Key Responsibilities:

• Acquisition of Point of Sales Persons (POSPs) / Associates.
• Identify the needs of POSPs / Associates and suggest suitable insurance products and payout rates from different insurers.
• Provide joint call support to POSPs along with direct sales exposure.
• Achieve individual business targets aligned with POSP acquisition and activation goals.
• Manage customer relationships effectively.
• Impart product training to POSPs acquired.
• Stay updated with developments in:
• Insurance products and services
• Company policies and procedures
• Sales processes

Required Skills and Attributes:

• Logical and analytical approach to sales
• Strong convincing and persuasion skills
• Knowledge of Life, General, and Health Insurance products
• Relationship-oriented with high energy levels
• Client-centric mindset
• Analytical thinking with a solution-oriented approach

Qualification:

•            Graduate

Key Skills:

•            Good communication skills

•            Strong analytical skills

•            Customer orientation

Functional Area:

•            Sales

Job Description:

• Meeting with corporate /institutional customers and assessing their insurance requirements, capture key demographics and present them with viable proposals.

• Network and engage with CFO/HR heads and other key decision-makers in the company

• Develop, maintain and retain excellent relationship with clients.

• Achieve revenue targets

• Ensure client Acquisition and help in increasing the revenue for the company with new business and cross sell opportunities

• Prepare client Road Map for the Upcoming corporate Renewal in the General Insurance Business

• Interacting with client to gather the required set of information to offer best insurance program to corporate

• Understanding the business process of the client and suggesting the proper insurance policies along with value added cover

• Handling corporate client in direct channel /Agency channel for General Insurance.

• Report daily MIS and tracking of targets & personal meeting with clients. He/she shall keep up breast of the latest developments & report to the Products/

• Quotes team of the upcoming client requirements to innovate the

product/service mix

• Ensure end-to end single point service for the customer, to win and maintain his trust

• Maintain effective documentation of the leads generated and customers acquired/ serviced and share MIS To regularly enter data in the software for capturing leads, customer contacted, servicing done, etc.

• Maintain MIS on key performance indicators

Requirements and skills

• Relevant Experience in SME insurance product
• Strong track record in direct/agency channel sales
• Excellent interpersonal & negotiation skills
• Sense of ownership and pride in your performance and its impact on company’s success
• Critical thinker and problem-solving skills
• Team player and good me-management skills
• Hold minimum of 2 to 4 year of experience in B2B Sales preferably from Insurance Industry.
• Graduate in any stream

Job Description:

• Suggesting the client proper covers/policies to cover the Risk Gaps, preparation of Quote/Broking slip.

• Access risk factor to determine coverage, eligibility, premium pricing & Policy terms

• Use underwriting guideline, rating manuals & industry standard to make informed decisions.

• Negotiate with various Insurer on discounts as well as competitive terms as per insured trade

• Making Placement Slips and float in Market for arranging competitive quotes from various insurer for all line of business i.e., Property, Marine,

• Engineering., Employee Benefit Etc.

• Handle PRE (working on RAW DATA) & POST - Placement Servicing for allotted client

• Quality check after policy placement (After placement of policy with insurer for cross check all the terms and conditions as per the approved RFQ)

• Analysis of Risk Gaps if any under current insurance program & preparation of Portfolio Review report.

• Prepare reports of all Placements & RFQ

Requirements and skills:

• Strong analytical and critical thinking skills
• Communication and interpersonal abilities
• Attention to detail and a high level of accuracy
• Knowledge of insurance principles, underwriting guidelines, and risk assessment
• Experience with an insurance broking company is added advantage
• Bachelor's degree in Finance, Business, or related field
• 3 + years of work experience with insurance underwriting

Job description:

• Will be responsible for acquiring preferred clients (HNI/Ultra HNI).

• To maintain client relationships and generate AUM (Assets Under Management) from preferred clients

• To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

• To coordinate with product and research team for taking investment decision for the clients.

• To conduct and assist in organizing seminars, workshops and other business development activities.

• To achieve budgeted targets in terms of number of clients/volume of business & assets

.

• To research, investigate and update themselves on available investment.

• To contact clients periodically and determine if they are satisfied with the service

• To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.

• Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency

Qualification:

• CFP / CFA / MBA in Finance / Marketing

Experience:

• 5+ year experience in financial services/ Broking Company and Insurance sector

Key Skills:

• Should be an individual performer
• Handling a reasonable book size
• Pleasant personality and good communication skills.

Functional Area:

• Marketing

Job description:

•  New client acquisition, building new relationships and increasing depth in existing relationships with clients.

•  Selling online broking accounts- Demat account, trading account.

•  Identifying customer needs, assessing their appetite and providing them investment options.

• Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.

• Achieving targets as assigned by the organization on a monthly basis.

• Migrating offline clients to do online trading.

• Regular updates to the immediate superior as a when required.

Qualification:

·        Graduate

Experience:

·        2-5 Years

Key Skills:

·        Good communication skills

·        Strong analytical skills

·        Customer orientation

Functional Area:

·        Sales