该外籍人才来自【金晶交流中心】的 外籍人才库 |
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外籍人才简介
工作经历
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
教育经历
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%
其他介绍
印度人，现在在广州
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wj21137628 中介费：参考月薪
国籍： 菲律宾 求职意向： 教师
学历： 本科 期望薪资： 6000-8000(Yuan/M)
到岗： 越快越好 意向地点： 任何地方
