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 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 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