Investment Management

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 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.