Industry: Other
Location: Dubai
The Key Deliverables:
? To identify and develop new business segments and geographical areas to generate business opportunities.
? Provide the customer with various investment avenues and advising them on asset allocation.
? To analyze the customers risk appetite, time horizon and provide them advisory services.
? Procuring & soliciting business from Internal and external customers.
? Continue working with the spirit of team work and integrity.
Coordinating and Working with the team without any time constraints
? Understanding the client profile through the process of “Need Analysis”.
? To provide support and designing of a sound Insurance proposal for the clients with conformance to their requirements.
? Advising HNI clients on different portfolio scheme based on their financial requirements.
? Doing every work to create Customer satisfaction which forms the main motive of the deal.
? Adhering to code of conduct and sales practices in the best interest of organization.
? Adhere to regulations applicable to insurance broking activities.
? Maintaining confidentiality of client’s information.
? Assisting Client in Premium payment & Claim Settlement activities.
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