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Kuberjee Tech
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Investment Management

Investment Management

Kuberjee Tech

3 - 6 years

5 - 8 Lacs

surat

Posted:8 hours ago| Platform:

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Skills Required

sales and business development investment advisory investment management financial services investment products relationship management investment banking business strategy business development wealth management mutual funds sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Skills:.
Investment Market, Communication, Team Leadership, Team Building, lead genration, Investment Banking,Responsibility:-Develop, execute, and oversee a business strategy that prioritizes growth and positive customer ratingsWell-developed in presentable skills and understanding to identify new customerRecruit train and develop a team of insurance agents to create business opportunitiesMaintaining and updating sales and business development reports.

holding presentations and demonstrations for potential clients
Prepare sales contracts ensuring adherence to law-established rules and guidelinesAttend and manage networking events to attract and retain clientsBusiness Development Executives spend a fair amount of time using their market research to prospect for leads.

Develop a growth strategy focused both on financial gain and customer satisfaction
Requirements and qualification:-Strong analytical skills and ability to understand financial markets and investment productsA Bachelor's or Master degree must be requiredPrevious experience in financial services, banking, or investment advisory is preferredHave an understanding and knowledge of financial processes and investment markets like Insurance, SIP and mutual funds etc.

Understanding of agent work culture in insurance companies.

Strong organizational skills and attention to detail
Strong problem-solving and analytical abilities, with a focus on generating results

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Kuberjee Tech

Technology / Blockchain

San Francisco

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Investment Management