Insurance Advisor - Vistas Global

Hi,

We have an opening with our client

Experience - 3-8 years

Job location - Doha

Nationality - Indians and Filipinos only

Provides investing advice to an investor.
• Assesses clients’ assets, liabilities, cash flow, and financial objectives to establish investment strategies by building customer. Creates and prepares investment plans and reports
• Visits Relationship Centers to develop close working relationships with Managers and Personal Bankers, keeping them informed as to our service offerings and ideal client profiles.
• Preparing and updating client’s KYC.
• Determining market sentiment via research, valuation and data analysis and making prices in specific products Achieve monthly Insurance & individual target.
• Proactively work towards satisfying the needs of the customer.
• Acquire, develop and strengthen Insurance acquisition through effective relationship management in accordance with business goals.
• Manage and develop relationships with new and existing Personal Banking Customers through professional consultative financial analysis

Regards

HR Recruiter

Job Details

Preferred Candidate