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Manager CBM

Pune, Maharashtra

Edelweiss Stockbroking Limited

Job Description

Meeting, recruiting and organizing the training for both CBMs and PFAs.
Facilitating licensing of the PFAs from IRDA.
Making sales calls with the PFAs and thereby generating business for the company.
Interacting with the operations team for generating URL, organizing training and facing the IRDA
Interacting with the underwriting team for requirements / conversion of a particular proposal logged in
Interacting with the training team for conducting IRDA / Product training for the PFAs / CBMs.
Investment consultants, HNI Agents, Tax consultants, Chartered accountants.
Good understanding of investments instruments available in the market
Good knowledge of the geography and demographics of the location of operation.
Good selling skills and conviction towards the company.
Good understanding of IRDA regulations and under writing norms.

Job Requirement:

1.Ability to sale life insurance policies.
2.good selling skills and conviction towards the company,
3, good understanding of IRDA regulations and underwriting norms.
4. should have experience in any banking insurance sector.

Company Description

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

Additional Information

Last updated:
Job type:
Full time
Position type:
Minimum experience:
Between three and five years
Compulsory Education
Salary range:
₹ 4,00,000 - ₹ 6,50,000 / Yearly (Gross Pay)
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