Supro Info Solutions Private Limited
Location
Ponda | India
Job description
• Assistant clients with planning for life insurance and suggest better retirements plan Mutual funds and ULIP fund
• Guidance bank customers on financial matters and provided recommendations on better investment opportunities
products and services based on client needs and asset availability
• Handle Bank insurances files and bancassurance lead documentation
• Profiled and analysed investment and insurances products to devise financial strategies meeting
Client financial needs and to forecast opportunities with the highest return on investment.
Job tags
Salary
