Insurance Specialist

21 hours ago


Ahmedabad, Gujarat, India beBeeInsurance Full time ₹ 15,00,000 - ₹ 20,00,000
Job Title

Investment Strategist

About Us

We are a leading wealth and asset management firm with expertise in providing tailored solutions to our clients.

Our business serves a diverse set of affluent customers, family offices, institutional clients, and corporates.

Key Responsibilities

As an Investment Strategist, you will be responsible for managing client relationships and providing expert advice on insurance products.

You will assess clients' insurance needs, provide suitable recommendations, and ensure compliance with regulatory standards.

Client Service:
  • Provide exceptional customer service and support to clients regarding their insurance policies.
  • Address client inquiries and resolve any issues or concerns related to insurance products.
Compliance and Documentation:
  • Ensure all insurance transactions comply with company regulations and policies.
  • Maintain accurate records of sales and client interactions in the company system.

Requirements

Qualifications

1. Bachelor's degree in finance, business administration, or a related field.

2.Proven experience in sales, preferably in the banking or insurance industry.

3.Strong knowledge of insurance products and services.

4.Excellent communication and interpersonal skills.

5.Ability to work independently and as part of a team.

Experience

  1. Minimum 5 years 'experience in life insurance sector
  2. Fresher to be considered only from Insurance institutes


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