西班牙外籍人才,编号:wjx10299
中介费:参考月薪
学历:
到岗:
意向地点:
外教中介机构将外教推荐到用人单位赚取定额中介佣金。
外教中介机构代招代管外教,代发外教工资,通常免收中介佣金。
August 2010 – March 2013
Organization: ASK Group – Financial Planners & Insurance Broking, Mumbai
Designation: Associate Financial Planner & Trainer
Key Responsibilities as Associate Financial Planner
Risk profiling of client and preparing Insurance Plans involving concepts of HLV
Research & Analysis of Insurance Products
Training in house employees in regards to various products
Teaching & training students for CFP exams 教导训练学生CFP考试
October 2007 – July 2010
Organization: Sykes & Ray Financial Planners, Mumbai
Designation: Financial Planner & Manager (Insurance)
Key Responsibilities as Financial Planner
Client Acquisition from the Leads & referrals
Preparation and Delivery of Comprehensive Financial Plans
Implement and Monitor the Financial Plans
Client Relationship Management
Teaching & training in house employees for CFP exams
Key Responsibilities as Manager – Insurance Desk
General & Life Insurance Need Analysis
Research, Analysis and Recommendations on policies of Financial Planning Clients
Preparing the Necessary Insurance Quotations by understanding the client needs
Implementation of Insurance Proposals
Coordinating with Insurance Companies & Insurance Broker
Taking Insurance Lecture
May 2004 – September 2007
Organization: Spysoft Solutions Pvt Ltd – LIC Software “BimaMitra”, Mumbai
Designation: Business Development Executive
Bachelors of Commerce (B.Com) 本科学士学位
Institute: Indore University, MP
Year: 2003-2004
Result: 64%
High Secondary Certificate (HSC)
Institute: Bhopal University, MP
Year: 2000 - 2001
Result: 65%
Senior Secondary Certificate (SSC)
Institute: Bhopal University, MP
Year: 1998 - 1999
Result: 75%
印度人,现在在广州