Sales Administrative Assistant
Nexus Insurance Brokers
Total years of experience :4 years, 4 Months
(1) Client Interaction, database management
(2) Study various insurance proposals and policies
(3) Co -ordinate with clients and Insurance companies
(4) Provide assistance to Sales Team on routine inquiries and information requests
(5) Documentation control, follow -up on Life and General Insurance policies
(6) Maintain strong relations between the client and the provider
(7) Follow ups on all the submitted business
Execution of weekly reports on pipeline vs. issued business
(8) Manage walk-in customers
(1) Research on MF Equity, Debt and other Mutual Fund (MF) schemes.
(2) Regular Portfolio Review of HNI's (High Net worth Individuals) and need based Portfolio Review of specific clients.
(3) Prepare minutes of the Chairman’s meeting and follow-up on the proceedings of the Committee of Management.
(4) Communication with AMC (Asset Management Company) personnel, clients and subordinates.
(5) Decision for Key Responsibility Area (KRA) of subordinates.
(6) Prepare weekly and fortnightly market reports.
(7) Update Guidelines and Methodology Documents.
(8) Review subordinates work and report periodically to the Principal Officer
(1) Primarily looking after Portfolio Management services in equities, debt, mutual funds and structured Products
(2) Support the Branch manager in operational matters
(3) Develop rapport with customers to serve as a support function for RM and Branch manager
(4) Conduct joint calls with Branch manager /RM on assigned customers, where necessary for on-site due diligence
Successfully completed Insurance Institute of India (III) Licentiate and Underwriter module
Secured 70.5%
Secured 78%
(1) I have done MBA -Finance from Veer Narmad South Gujarat University, Surat , India with 62%. (2) Taken part in a lot of competitions and Quizs during school life and College Life. (3) Won the first prize in Inter college Ad -mania competition
Secured 70.5%
B. Sc. with Zoology. Awarded as the Third university topper.