business lines like Prime Brokerage, ETFO, Derivatives, FX, Repo, SLB, from a system, business and methodologies perspective Knowledge of regulatory risk topics such as RWA, PFE and EPE Understand credit risk exposure valuation at a portfolio level across various business lines like Prime Brokerage ...
of data sourcing changes. Facilitate communication between a number of teams including Business Change Management, Analysts, Designers and Development Managers Maintain processes to ensure project management documentation, reports and plans are relevant, accurate and complete. Act as a steward
values and calculation of indicative exposures till incorrect. This is done using advanced simulation tools and models for factor based, sensitivity based (Historical simulation) and Monte Carlo (Taylor series approximation and/or Partial revaluation) risk calculators Providing subject matter expertise
control reporting. This should be done by collating all necessary information such as Environmental Risk Indicator(ERI), Change Risk Indicator (CRI) and Key Risk Indicator (KRI) Work with partners from Control Centre and Divisional Control Office where applicable in an effort to gather information ...
requirements, shift plans & capacity planning Initiate, Execute & Facilitate process improvement initiatives/projects Integrate domain knowledge & business understanding to create superior solutions for the client Must clear at least one certification a year People Management Conduct regular meetings
Recruiting agents, training these agents for selling insurance policies, manage the team of agents, meeting clients & achieving targets. will get old agents of the company to Handle + You will also have to make new agents & advisors who will work on
Working as a Subject Matter Expert on- Life & Annuities Experience of Insurance business process related to New Business, Underwriting, Policy Issuance, New Product Set-up Have worked extensively on life insurance platform like CyberLife. life70, lifecomm and provided IT solutions to customer ...
Responsible for Life Insurance or Health Insurance Sales Through Bamk Channel. Responsib;le for Achive Sales Target Through Bank Channel. Min Graduate with 6 month Sales Experience If Undergraduate than Min 2 yrs Exp Strong Communication and Presentable Skills
- Monitor transactions on ongoing basis and take corrective steps where necessary or make incremental improvements. - Provide coaching and feedback to team members to enable them to improve their performance. - Assist new hires such that they are productive on the floor in the shortest possible time frame. - Handle escalations. - Provide inputs on process and system to the team members. - Client interaction, where ...
to keep them activate. • Building Relations with influential people and motivate them to become an Insurance Advisor. • To conduct monthly performance review meeting with the Advisor. • To undertake joint calls with the advisors in order to observe/undertake successful selling skills. • To maintain good Min Graducate 2 Yrs Exp in Any Sales
UNIT SALES MANAGER Handling a team of financial advisors With the help of seniors, providing them training with regards to various products and investment plans of the company. Coordinating and planning with them at every stage to enhance the business of the company. Visiting customers * Minimum Graduation Required * Experience in sales is Mandatory * Age Criteria Below 35 * Bike is Mandatory
To formulate sales strategies to acquire new retail clients for increasing client base To do portfolio review of existing clients To prepare & implement Financial assessment of clients To assess the portfolio risk according to changing market situation and diversify Portfolio as per the risk taking
Descriptive Parameters 1. Process To formulate sales strategies to acquire new retail clients for increasing client base To do portfolio review of existing clients To prepare & implement Financial assessment of clients To assess the portfolio risk according to changing market situation
Evaluation of Credit Risk requiring Financial evaluation,business analysis,market intelligence,Customer visits,Credit Decision-Making Ensuring maximum credit insurance coverage,structuring LC transaction,getting good customers on board the channel finance program, Ensuring timely collection
licence. Must have Android or iOS Phone 6 Months to 3 Years of sales experience Preferably from Dotcom , Media, Internet, Banking or Insurance Industry Knowledge: Knowledge and application of sales techniques such as: Rapport building, selling on emotion, building value in the product, and closing Skills: Quick thinking and problem solving skills Able to work independently and as a team player Excellent ...
Client Acquisition & Revenue Generation Through Sale Of Liability Products Including Insurance(Li & Non Li) MF, PMS Bonds, Gold ,Real Estate To HNI Clients. Preparation & Execution Of Financial Planning. Risk Profiling Of Existing & new Clients
of the SMO Excellent inter-personal skills Person expected to have high degree of credibility in the local market Must be adaptability and functional IT knowledge Desired Profile- Any graduate or post graduate Age up to 40 years Minimum 1 years of experience in general insurance or 2 years of cross selling
call to demonstrate Help LAs and APs to login business Conduct training session for LAs on their career progression Conduct unit meeting and shares business opportunities with LAs and MPs Review target & performance for APs in a periodic manner Lead weekly wake-up team meetings Manage prospecting