Sales Exec

3 days ago

Rajarhat Kolkata West Bengal, India UPTALENT Full time

Insurance and Mutual Fund Advisor

*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

Application Question(s):

- Any experience in mutual funds and insurance selling
- Current and expected salary
- Rajarhat location is ok ?

Work Location: In person

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