Role & responsibilities Finhaat Wealth is an integrated financial products distribution platform serving investors pan-India through its channel partners. Finhaat Wealth Acquisition Executive is responsible for onboarding Individual Partners (Financial Product Distributors/ ARN Holder). The role includes calling/e-meeting existing ARN holders as well as potential leads who are open to be becoming financial product distributors / ARN holders Preferred candidate profile 1. Partner Acquisition & OnboardingRecruit existing ARN holders as Partners by presenting them the Finhaat Wealth propositionIdentify & meet/e-meet the potential leads who are open to become financial product distributors.Explain the business opportunity of becoming a Partner (ARN Holder) with Finhaat WealthEnsure completion of onboarding process for Partner through your operations team Working ConditionsProfessional office environment with frequent calls/digital meetings with existing ARN Holders as well as potential leads Performance MetricsNo. of Partners onboarded SkillsGood communication skills, Oral as well as Written.Ability to learn & adapt fastPerks and benefits Competitive salary and performance-based incentives.Comprehensive benefits package including health insurance, life insurance, provident funds etc. Professional development opportunities and support for continuing education and learning If any one is interested please share your resume on below detailsContact No :- 9321698745E.mail :- sahil.yadav@finhaat.com

Responsibilities: Financial: Increase reach and market share by adding new clients to the Organizations portfolio of General Insurance. (Non EB - Property, Liability, Engineering) and EB (GMC, GPA and GTL in life insurance)Achieve financial targets articulated in the strategic plans of the Organization in terms of the brokerage earned through:-1.Conversions of new clients 2.Retention of existing clients 3.Ensuring expansion and cross selling to existing clients 4.Support of specialist vertical budgets Business Process: 1.Create potential databases from insurers and other sources 2.Update KPTS (Key Prospect Tracking System) immediately 3.Obtain policy papers from existing and potential clients 4.Conduct thorough analysis of Policy Portfolio of existing and potential clients with inputs from the underwriting and claims department to verify that the client has adequate coverage and best of rates and prepare offerings to bridge gaps 5.Interface with claims team and service claims to gain confidence and pitch for new business by taking over the responsibility of enabling the client to get pending claims 6.Engage in discussion and sharing notes with other departments to leverage individual strengths 7.Participate in monthly meetings to discuss key accounts, strategic initiatives, market trends Customer:1.Send introductory mails or letters, call for appointment before the initial meeting and send thank you note and brochure to all prospective clients after the same. 2.Make client lists 3.Visit key existing clients on a periodical basis 4.Get insurance policies issued in favor of the clients in coordination with the underwriting team and deliver the same to the clients 5.Collect premium cheque on time 6.Provide best possible client service with respect to all new clients by coordinating with the underwriting team to get renewal notice issued and the renewals done on time, engaging with insurance companies and coordinating with the claims team to enable settlement of claims 7.Give timely inputs for MIS to management 8.Classify potential customers into A-B-C category and implement the following action: Cater to all requirements through close liaising with respect to A category and close, Liaise with B category to covert the leads, Maintain the C category in the database and schedule follow-up.