Life Portfolio Manager

Insurance Company Limited

0 Years

Not disclosed

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Posted: 30 Oct 24

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.

More information about this Life Portfolio Manager Job

Please go through the below FAQs to get all answers related to the given Life Portfolio Manager job

What are the job requirements to apply for this Life Portfolio Manager job position?
- Ans: A candidate must have a minimum of fresher as an Life Portfolio Manager

What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: B.Com, BA, BCA, CA, ICWA
What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
This Life Portfolio Manager is a work from home job?
- Ans: No ,its not a Work from Home Job.
How many job vacancies are opening for the Life Portfolio Manager position?
- Ans: There are immediate 1 job openings for Life Portfolio Manager in our Organisation.

Job Particulars

Role bfsi consulting

Education B.Com, BA, BCA, CA, ICWA

Who can apply Freshers

Hiring Process Face to Face Interview

Employment TypeFull Time

Job Id2551686

Job Category Bank , Finance , Sales and Marketing

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)