The Key Deliverables:
To identify and develop new business segments and geographical areas to generate business opportunities.
Provide the customer with various investment avenues and advising them on asset allocation.
To analyze the customers risk appetite, time horizon and provide them advisory services.
Procuring & soliciting business from Internal and external customers.
Continue working with the spirit of team work and integrity.
Coordinating and Working with the team without any time constraints
Understanding the client profile through the process of “Need Analysis”.
To provide support and designing of a sound Insurance proposal for the clients with conformance to their requirements.
Advising HNI clients on different portfolio scheme based on their financial requirements.
Doing every work to create Customer satisfaction which forms the main motive of the deal.
Adhering to code of conduct and sales practices in the best interest of organization.
Adhere to regulations applicable to insurance broking activities.
Maintaining confidentiality of client’s information.
Assisting Client in Premium payment & Claim Settlement activities.