Insurance Advisor

6 days ago

Kolkata West Bengal, India Duas Knowledge Potli Full time

**DKP Recruiter team is hiring for the Job Title**: Insurance and Mutual Fund Advisor
**Location**:City center 2, Newtown,Kolkata

**Job Summary**:
We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and client-handling skills. The role involves advising clients on financial products, managing relationships, and achieving business targets.

**Key Responsibilities**:

- Advise clients on Life Insurance, General Insurance, and Health Insurance products
- Guide clients on Mutual Fund investments based on financial goals and risk appetite
- Understand client needs and suggest suitable financial solutions
- Stay updated with IRDAI, SEBI regulations, and market trends
- Handle client onboarding, documentation, and customer service
- Achieve monthly sales targets for insurance and mutual funds
- Build and maintain long-term client relationships

**Key Skills**:

- Strong knowledge of Life, Health, and General Insurance products
- Expertise in Mutual Fund schemes and distribution
- Client handling, relationship management, and advisory skills
- Knowledge of IRDAI and SEBI compliance and regulations
- Sales and target achievement ability
- Excellent communication and interpersonal skills
- Customer service orientation and ethical selling
- Ability to work independently and in a team

**Requirements**:

- Minimum 3 to 5 years of relevant experience in insurance and mutual fund sales/advisory
- IRDA License (mandatory for insurance)
- NISM VA (preferred for Mutual Funds)
- Graduate in Finance, Commerce, Business, or related field
- Certified Financial Planner (CFP) is an added advantage

**Compensation and Benefits**:

- Fixed salary of ₹25,000 to ₹30,000 per month
- Incentives based on sales performance
- General shift, Monday to Saturday working, Sunday fixed off
- Training and upskilling support
- Career growth opportunities in financial services

Pay: ₹20,000.00 - ₹30,000.00 per month

**Benefits**:

- Health insurance

Application Question(s):

- What is your total years of experience in Insurance field sales role?
- What is your net in hand salary?
- What is your expected salary?

Work Location: In person

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