We are looking for Team Leader- Advisor for Broking FirmNP: Immediate/ 15 Days/ 30 Days(Note: NISM Certification Mandatory)Preferred industry: Broking and Banking Industry KRA:He will be responsible for handling team.Advising & servicing existing clients, cross selling products like- Mutual
Please find below a brief overview of our company opening and the job description. BANCASSURANCE MODULE: a. Candidate would be responsible for handling branches of ICICI bank b.Handling walk-in customers of the bank including HNI (High Networking Individuals) and NRI (Non Residents of India) c ...
Handling of proposals & actuarial valuation requests for prospective clients, computing of sum assured for both prospective & existing clients Ensuring accuracy and compliance with the file & use while issuance of proposals Issuance of policy contracts to new signed up clients, collection
Handling team of 10 equity advisor Responsible for selling of Demat account and other financial products (PMS, Life insurance, Mutual fund) etc. through team from open market. Helping and guiding team for lead Motivating team for business Client Calling LMS Entry & Updation Conversion of 3 Client