Joyce Peter Email & Phone Number

Abu Dhabi Emirate, United Arab Emirates

Bengaluru, Karnataka, India

*Built and maintained collaborative relationships with prospective clients to drive revenue growth*Devised and executed dividend calculations and payment methods for increased efficiency*Streamlined the process of distributing policy proceeds after claim approval for quick turnaround*Conducted thorough analysis of client risk profiles to recommend tailored risk management strategies*Presented detailed reports on the progress of key initiatives to senior executives and stakeholders*Ensured timely and accurate record-keeping and efficient management of policy renewals*Managed and resolved insurance claims to achieve high levels of satisfaction for clients and the company.*Developed and executed comprehensive marketing strategies to establish the organization as an industry leader*Anticipated and addressed client queries and concerns to ensure a positive customer experience*Led and motivated teams to achieve organizational goals while maintaining compliance with industry standards.

Bengaluru, Karnataka, India

*Fostered strong and collaborative relationships with potential client s*Managed dividend calculations and created efficient payment methods*Coordinated and processed policy proceeds after the submission and approval of claims*Analyzed client risk profiles to recommend suitable risk management strategies*Prepared and presented detailed reports on initiatives to senior management*Ensured accurate record-keeping and efficiently handled policy renewals*Monitored insurance claims to ensure high levels of satisfaction for clients and the company*Conducted comprehensive analysis of insurance policies to educate clients on their benefits and drawbacks*Devised and implemented innovative marketing strategies to outperform competitors*Proactively addressed and resolved clients' insurance-related queries and concerns.

Bhopal, Madhya Pradesh, India

Bhopal, Madhya Pradesh, India

*Offered comprehensive support in financial planning to clients.*Assisted investment professionals in nurturing and developing client relationships.*Prepared accurate financial plans with a strong focus on precision.*Created customized portfolio strategies aligned with the company's strategic Asset Allocation, taking into account the client's risk profile, objectives, global market trends, and internal investment perspectives.*Oversaw the management of client advisory portfolios and provided a full range of portfolio-related services.*Provided investment advisory services to both prospective and existing clients of the company.*Personally managed existing client relationships, including investments, strategies, and various aspects of portfolio management such as construction, monitoring, rebalancing, and related services.*Actively marketed and endorsed investment opportunities across a diverse range of asset classes, in accordance with the company's investment outlook, strategy, and individual client risk profiles.*Made valuable contributions to the financial budget of the advisory business, as well as achieved targets for investment sales and revenue.

Pgdm, Bfsi And Marketing

Activities and Societies: Core committee member for inter College fest , class representative ,Culture club head

B.Com, Banking And Insurance

Education record