Arun Joseph

Experience

• 

  Geojit Financial Services Ltd

  Sept 2007 - Jun 2011

  Responsible for the Training, Business Developments and the Operations of Internet Trading (Capital Market) in Karnataka and Goa. Responsible for the business development of Mutual Funds, Insurance and other wealth Products

  • Regional Training Manager

    Jan 2009 - Jun 2011

  • Financial Consultant

    Sept 2007 - Dec 2008
• 

  Nippon India Mutual Fund

  Jun 2011 - Oct 2011

  Relationship Manager

  • Responsible for the relationship management of National Distributors Wealth Counters• Responsible for Development of the Mutual Fund Business in the partner channel.

• 

  Inditrade Capital Limited

  Oct 2011 - Dec 2013

  Financial Planning Manager

  • Responsible for the Business Development – South Region, India for Insurance Broking, Mutual Fund, Fixed Income Products, Financial Planning• Provide the necessary technical support for Insurance Broking Activities• Oversee the claim management functions and Renewal managements• Provide Training support to the employees on insurance broking activities products and service related matters

• 

  Choice Insurance Broking India Pvt Ltd

  Jan 2015 - now

  Asst. Vice President

  • Responsible for the Business Development – South Region, India for Insurance Broking, Mutual Fund, Fixed Income Products, Financial Planning• Prepare the annual Business Development Plan, Develop the Strategies, Provide direction & Guidance to the Sales Force• Guide the process of risk profiling, lead the discussion to decide the cover range for the preparation of Insurance Structures in case of corporate clients and retail clients• Steer the Insurance Broking Activities across the region• Handle the corporate clients and extent the necessary advisory support to them and guide them to understand the Insurance Perspective of the risk management• Responsible for the entire claim administration and management for all lines of businesses.• Coordinate with the underwriters and ensure the underwriting support from insurance companies Show less