Insurance & Investment Advior thane

4 days ago

Thane, India Bonace Engineers Pvt Ltd Full time

**Position**: Insurance & Investment Advisor
**Location**: Thane

**Company Overview**:
We take this opportunity to introduce our company **M/s. Bonace**, an **ISO 9001: 2015** certified firm, mainly caters to Technical Manpower deployment to various reputed Companies for their project stage Third Party Inspection, Construction Supervision, Pre - Commissioning & Commissioning activities, Post Commissioning Maintenance in Mechanical, Process, Piping, Electrical & Instrumentation, Fire & Safety disciplines as well on shutdown (Turn around) management for the last 28 years.

**Key Responsibilities**:
Investment & Insurance Advisor
Experience: 2+ yearsLocation: Thane (HO)

We take this opportunity to introduce our company Bonace Engineers Pvt Ltd, an ISO 9001: 2015 certified firm, mainly caters to Technical Manpower deployment to various reputed Companies for their project stage Third Party Inspection, Construction Supervision, Pre - Commissioning & Commissioning activities, Post Commissioning Maintenance in Mechanical, Process, Piping, Electrical & Instrumentation, Fire & Safety disciplines as well on shutdown (Turn around) management for the last 28+ years.

**Roles & Responsibilities**:
Lead Generation Identify and connect with potential clients.
Awareness Sessions Educate employees on insurance benefits.
Content Creation Develop & share insights on insurance & financial planning.
Financial Planning Support Assist with Mutual Funds, SIPs, Term Insurance.
KYC & Compliance Ensure smooth verification processes.
Customer Service Address queries, manage grievances & enhance experience.
Reporting & Analysis - Maintain sales, calls & cashback reports.
Market Research - Follow up on quotes, endorsements & industry trends.

**Skills & Competencies**:
Excellent Communication - Strong verbal & written skills.Detail-Oriented - Accuracy in processing and documentation.
MS Office Proficiency - Excel, Word & PowerPoint knowledge.
Customer-Centric Approach - Ability to influence & deliver top-notch service.

**Job Types**: Full-time, Permanent

Pay: ₹9,336.08 - ₹40,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift
- Fixed shift

Supplemental Pay:

- Joining bonus
- Performance bonus

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

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