Insurance Company Limited jobs - Life Portfolio Manager

Life Portfolio Manager

Insurance Company Limited
experience Fresher
salary Salary not disclosed
qualification
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Posted: 7 Months ago
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Applications:
Openings: 1

Job Description

Job role is to manage team performance
Manage Key accounts.
Data Management and Team Review periodically
Monitoring and facilitator of team training  need.
Internal Assessment and Mentorship role.
Occasional Field visit and Monitoring team activity.
Manage and monitor investment portfolios to ensure alignment with clients' financial goals.
Develop and implement effective investment strategies.
Conduct detailed financial analyses and assess investment risks.
Prepare and present investment reports and recommendations to clients.
Maintain up-to-date knowledge of financial markets and economic trends.
Ensure compliance with relevant financial regulations and standards.
Collaborate with clients to understand and meet their investment objectives.
In-depth understanding of financial markets, investment strategies, and associated risks.
Strong analytical skills and attention to detail.
Excellent communication and presentation skills.
Ability to work independently and as part of a team.

Job Particulars

Role 
Education B.Com, BA, BCA, CA, ICWA
Who can apply Freshers
Hiring Process Face to Face Interview
Employment Type Full Time
Job Id 1767426
Locality Address Gariahat
State West Bengal
Country India

About Company

Insurance Company Limited is one of the leading life insurance companies in India (Source – CRISIL), has as its shareholders International Holdings LLC (MIHL), Punjab National Bank (PNB), M. Pallonji and Company Private Limited, Jammu & Kashmir Bank Limited (JKB), and other investors, with MIHL and PNB being the promoters of the Company. PNB MetLife has been present in India since 2001.

Brings together the financial strength of a leading global life insurance provider, MetLife, Inc., and the credibility and reliability, one of India's oldest and leading nationalized banks. The vast distribution reach of together with the global insurance expertise and product range makes a strong and trusted insurance provider.

Ppresent in 150 locations across the country with access to customers in ~19,000 locations through its strong bank partnerships with PNB, JKB, KBL and other bank partners.

Follows ‘Circle of Life’ philosophy for products and solutions and caters to financial requirements of customers covering their 4 different stages of life- Child Education, Term Insurance, Long Term Saving Plans and Retirement Plans. Our comprehensive product portfolio comprises of 25 Retail and 15 Group Products and riders catering to the various needs.

The company offers a variety of protection and retirement products through its network of over 28,000 financial advisors and multiple bank partners, serving more than 521 group relationships in India.

Fast Facts
MD & CEO Sameer Bansal
Established in India 2001
Regional Headquarters Hong Kong
Employees; 21,000+*
Offices 150 locations
Products Life Insurance solutions for Child Education, Family Protection, Long Term Saving and Retirement, Benefit Programs.
*As of March 31, 2023 (Full-time and part-time employees)

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