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12/08 Rajeswary Dey
HR Recrutier at Sun2Mars

Views:17 Applications:10 Rec. Actions:Recruiter Actions:1

Agency Manager - Sales - Insurance (1-5 yrs)

Kerala Job Code: 125826

JOB ROLE:

- To achieve healthy revenues without compromising on clients profitability.

- Should focus on overall portfolio growth, client activity ratio and quality of information delivered.

- Propose investment options based on customer needs by assessing their risk appetite.

- Support the client decision making with use of technology enabled tools.

- Develop Knowledge of market news, financial trends and current affairs.

- Analyse customer portfolio & give appropriate advice.

- Responsible to ensure all activities are in adherence as per Compliance & Risk.

- Assist in increasing depth in existing relationships.

HIGHLIGHTS:

- Specific focus on dealer skill development for handling a higher count of clients per dealer by providing access to technology based tools to engage with clients and doing stock analysis.

- Self-trading clients which will be served by this desk constitute ~ 30% of Revenue of KS

- Incentive earning capacity benchmarked against other corresponding dealer roles.

REQUIREMENTS:

- Graduate / Post graduate with 1 year to 5years of experience in Advisory/Sales.

- Proficiency in capital market products, accounting, financial statements.

- Familiarity with financial risk management strategies.

- Should have good communication & presentation skills.

- Should be a self-starter, proactive & target oriented.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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