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Research Role - Certified Finance Professional - Insurance Broking

Mirus Solutions
5 - 10 yrs
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Not Disclosed by Recruiter Posted 27 days ago Job Applicants: 40 Job Views: 452

Job Description

 
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    Research Role - Certified Finance Professional - Insurance Broking Startup (2-10 yrs)

    We have a urgent requirement for a Certified Financial Planner with a Startup Insurance Broking firm.

    Role details are mentioned below:

    Role Purpose:

    Research into insurance products and product positioning in client Portfolio

    Job Accountability and Responsibilities:

    a. Expert knowledge of retail life and general insurance products

    b. Product analysis and product comparisons

    c. Product placement strategies and product sales scripts

    d. Devising product sales strategies with Sales team

    e. Production of research reports and case studies for sales teams

    f. Production of regular communication medium with clients

    g. Devising product selection logics and Product presentation for website

    h. Continuous updating on all recent development in insurance products

    i. Financial planning inputs for clients and insurance portfolio recommendations

    Required Qualifications and Skills:

    1. CFP certification with more around 2 - 5 years in financial services

    2. Post-Graduation in Finance (Negotiable)

    3. Worked with financial product distribution, banks in similar profile

Salary: Not Disclosed by Recruiter

Industry: Insurance

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Investment Banking

Role:Project Finance Manager

Employment Type: Permanent Job, Full Time

Keyskills

Desired Candidate Profile

    Required Qualifications and Skills:

    1. CFP certification with more around 2 - 5 years in financial services

    2. Post-Graduation in Finance (Negotiable)

    3. Worked with financial product distribution, banks in similar profile

Education-

UG: Any Graduate - Any Specialization

PG:MBA/PGDM - Any Specialization, Finance

Doctorate:Doctorate Not Required

Company Profile:

Mirus Solutions

A Leading Client of Mirus Solutions
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