Insurance and Mutual Fund Advisor

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...

Here’s a **simple, professional JD** version with all the **key skills included** (no emojis, no extra formatting): **DKP Recruiter team is hiring for the job Title**: Insurance and Mutual Fund Advisor I Location: CC2 (Newtown) **Job Summary**: We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and...

We are looking for a Mutual Fund Advisor to guide clients in selecting suitable mutual fund investments based on their financial goals and risk appetite. The role involves client interaction, portfolio recommendations, and staying updated with market trends and regulatory guidelines. Strong communication skills and AMFI certification are preferred. Pay:...

**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...

Here's a simple, professional JD version with all the key skills included (no emojis, no extra formatting):DKP Recruiter team is hiring for the job Title: Insurance and Mutual Fund Advisor I Location: CC2 (Newtown)Job Summary:We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and client-handling skills....

DKP Recruiter team is hiring for the Job Title: Insurance and Mutual Fund AdvisorLocation: 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...

DKP Recruiter team is hiring for the Job Title: Insurance and Mutual Fund AdvisorLocation: City center 2, Newtown,KolkataJob 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...

Role of a Life Advisor As a Life Advisor, your day-to-day responsibilities also includes marketing. Good marketing strategies and initiatives help you promote new and existing insurance plans, besides being effective in attracting new clients to your firm. Your role also entails providing insurance advice, analysing policy details, processing policy...

Key Responsibilities: 1. Sales and Business Development**:Identify and target potential clients (individuals, financial advisors, institutions).** Generate new business by promoting and selling mutual fund products. **Meet sales targets and performance metrics set by the organization.** Develop and execute sales strategies to increase market share. **Client...

**Mutual Funds Sales** **Duties & Responsibilities** - Develop and implement sales strategies to achieve revenue targets - Identify and pursue new business opportunities through prospecting and networking - Build and maintain strong relationships with key clients - Provide expert advice and guidance to clients on investment opportunities - Monitor market...