This Insurance job is for housewives, government vrs people, rmp, doctor, real estate brokers, Dsa, pvt employees, medical and health insurance advisors, and finical brokers.
Responsibilities:
Assess clients' financial status and needs.
Develop personalized financial plans and strategies.
Recommend appropriate financial products and services.
Monitor clients' portfolios and adjust plans as necessary.
Maintain compliance with industry regulations and standards.
Build and maintain strong client relationships.
Stay updated with market trends and economic developments.
Conduct regular reviews and updates of clients' financial plans.
Skills:
In-depth knowledge of financial products and market trends.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills.
High ethical standards and professionalism.
Ability to build and maintain long-term client relationships.
Financial Planning
Investment Strategies
Risk Assessment
Client Relationship Management
Regulatory Compliance
Market Analysis
Portfolio Management
Wealth Management