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    Investment Management - Surat, India - Kuberjee Tech Private Limited

    Kuberjee Tech Private Limited
    Kuberjee Tech Private Limited Surat, India

    1 week ago

    Default job background
    Full time
    Description

    Responsibility:-

    • Develop, execute, and oversee a business strategy that prioritizes growth and positive customer ratings
    • Well-developed in presentable skills and understanding to identify new customer
    • Recruit train and develop a team of insurance agents to create business opportunities
    • Maintaining and updating sales and business development reports.
    • holding presentations and demonstrations for potential clients
    • Prepare sales contracts ensuring adherence to law-established rules and guidelines
    • Attend and manage networking events to attract and retain clients
    • Business 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 products
    • A Bachelor's or Master degree must be required
    • Previous experience in financial services, banking, or investment advisory is preferred
    • Have 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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