-Achieving assigned PMS target through intermediaries
-Acquiring new agents on a regular basis. Licensing and tracking activation of the same regularly.
-Handling all the retail products across the portfolio including health, property and motor.
-Maintaining relationships with the agents.
-To solve problems / issues proactively and develop a strong relationship with the agents.
-To meet agents, Lead Providers, intermediaries on a regular basis and maintaining records of the same in a planned manner.
Edelweiss is a complete financial services firm, evolved over the years from a boutique... investment bank. We have built a strong presence across verticals in the equity capital markets, financing, asset management and now retail business. Read full description