Insurance Sales Officer
3 months ago
Qualification:
Minimum education, bachelor’s degree in business, finance, or related field (B. Com BBA, MBA,
CA Inter etc).
**Experience**:
4-6 years’ experience in financial planning strategy, Insurance, Mutual Funds in Investment
Domain.
Experience in providing quality financial advice.
Exposure:
1. To private banking clients or retails segment is preferred. 2. Knowledge of mutual fund,
securities, and insurance industries. 3. Basic computer knowledge like MS word, MS Excel
PowerPoint etc. for various tasks.
4.Strong knowledge of the investment business and financial planning concepts
- Building and maintaining your client base.
- Able to create the prospect for new clients
- Presentable, good communication skills must know English.
- Should be able to communicate with High-Net-Worth Clients.
- Should already have deep knowledge of all the latest financial products in the market.
- Should be able to communicate with clients on their expenses, income, insurance coverage,
- Reviewing client investments and plans on a regular basis.
- Preparing or interpreting financial document summaries, investment performance reports and
income projections for clients.
- Contacting clients regularly to discover changes in their financial status.
- Maintain and deepen the relations with existing clients and updating the Investment
Solutions.
- Maintain proper documentation of investment actions taken on behalf of clients
- Maintain an up-to-date knowledge of investment products
- Respond to prospective customer queries about financial planning.
Location: Bengaluru.
Compensation: Best in Industry.
**Salary**: ₹45,000.00 - ₹55,000.00 per month
**Benefits**:
- Flexible schedule
- Health insurance
- Paid time off
- Provident Fund
Supplemental pay types:
- Performance bonus
Ability to commute/relocate:
- Bengaluru, Karnataka: Reliably commute or planning to relocate before starting work (required)
Application Question(s):
- How many years of experience in Insurance Sales ?
- How much is your current salary ?
- How much your expectation salary ?
- Are you in Bangalore ?
- Are you immediate joiner?
- Are you fine travelling Infantry Road ?
**Education**:
- Bachelor's (preferred)
**Experience**:
- Insurance sales: 5 years (preferred)
License/Certification:
- IRDA License (preferred)
Work Location: In person
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