1. Creating PPTs 2. Finding Policy wording from Net/securing 3. Creating , in consultation with Ms Manisha/IT Department, a proper system of storing PPT, Proposal form, Wording, Clauses, Brochure which is accessible to all eligible /approved employees. 4. Checking whether online access made available for Commercial Line has been availed by SPA or not ? If not, initiate actions. 5. Comparison of Quotes 6. Quote Slip/format structure for different products 7. Creating/validating Calculators for Premium Calculations 8. Making physical product specific files systematic 9. Any other work which helps in reducing routine work load of commercial underwriter of SPA.
SPA Group was promoted by a team of finance professionals in 1995 with an objective to provide value added financial services. SPA provides services for securities broking, merchant banking, wealth management, financial advisory, corporate finance, risk management and insurance broking. SPA is being managed by its promoters along with a young and dynamic team of over 500+ professionals with rich experience, in their respective fields. The Group has established itself as one of India’s leading financial advisory house, offering various financial solutions to its Institutional, corporate and individual clients. Our personal line of financial services for corporate employees includes Investment & Tax Advisory services by providing regular help desk in their office premises only.
Not found.