Insurance and Investment Advisor
22 hours ago
**Company Name -**Bonace Engineers Pvt. Ltd
**Location -**Thane (HO)
**Education -**Any Graduate / B.B.I / B.M.S - Marketing / MBA Marketing
**Experience -**0-3 years
**Job type -**Permanent
**Job Opening -**Investment and Insurance Advisor
**Department -**Boncare
**Job Summary -**
This role will give you the opportunity to work with us in scaling our new business vertical in Insurance. The vision behind diversifying in Insurance domain is to assist people identify the finest of insurance policies suiting their Health, Medical, Life & Investment needs offering the finest of services by having tie-ups with the best insurance providers, healthcare centers and hospitals across India.We strongly believe in providing robust healthcare solutions rather than selling insurance, so we invite you to join our team to spread awareness highlighting the importance of insurance and its benefits.
**ROLES & RESPONSIBILITIES**
- Generate Leads
- Process Insurance needs end to end (Applications, Renewal, sending Payment details and. assisting with Claims)
- Conduct Awareness sessions for employees of Bonace
- Content Creation for producing and sharing information or media content for specific audiences
- Learn & elevate different products like Insurance, Mutual Fund, Term Insurance and SIP’s
- Support Goal & Financial Planning
- KYC Completion
- Grievance Management
- Increase number of sessions to create awareness
- Deliver excellent service to all customers
- Handle customers' queries and feedback
- Prepare and share reports on monthly calls, sales and cash backs that are paid out
- Search for facts to create and follow-up on insurance quotes and endorsements
**SKILLS & COMPETENCIES REQUIRED**
- Excellent communication and interpersonal skills
- Accuracy and attention to detail
- Good command over the Language
- Basic computer knowledge /MS office is mandatory
- Ability to communicate, present and influence effectively.
**Job Types**: Full-time, Permanent
Pay: ₹400,000.00 - ₹450,000.00 per year
**Benefits**:
- Health insurance
- Provident Fund
Schedule:
- Day shift
Work Location: In person
-
Insurance & Investment Advisor Thane
2 weeks ago
Thane, MH, IN Bonace Engineers Pvt Ltd Full timePosition Insurance Investment Associate 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...
-
Insurance Advisor
1 week ago
Wagle Estate, Thane, Maharashtra, India Triventure Advisory Full timeRoles & responsibilities: Criteria & Eligibility: - Graduation is must. - Insurance experience or BFSI (Banking, financial sector, and insurance sector) is mandatory. **Salary**: ₹15,000.00 - ₹30,000.00 per month Schedule: - Day shift Ability to commute/relocate: - Wagle Estate, Thane, Maharashtra: Reliably commute or planning to relocate before...
-
Insurance Advisor
2 weeks ago
Thane, India Adtiya Birla Capital Full time1. Assessing insurance needs: An insurance advisor must thoroughly analyze the client's personal or business situation to understand their specific risks and insurance requirements. This involves evaluating their assets, liabilities, potential hazards, and coverage gaps. 2. Providing expert advice: Based on the assessment, an insurance advisor should...
-
Insurance & Investment Advior thane
3 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 -...
-
Telesales Advisor
7 days ago
Wagle Estate, Thane, Maharashtra, India LivNest Technologies Pvt Ltd Full timeLIFE INSURANCE Joiners Preferred Roles & Responsibilities: Promote and sell life insurance products. GEnerate leads & maintain customer relations. Achieve monthly sales targets. For Team Leaders - recruit, train & manage team. - Job Role: Sales Executive / Insurance Advisor / Team Leader. Egibility: - Qualification: 12th Pass/Graduate (any stream)....
-
Financial Advisor-insurance
1 week ago
Mumbai Central, Mumbai, Maharashtra, India Sky Services Full timeJob title:Financial Planning Advisor/ Investment Advisory **We need people who are-** Active Listener. Passionate about making money work harder for clients by Good Communicator. Willing to take extra steps for clients. Comfortable with Excel & MS Word & PPT Entrepreneur mind set. **Their Day to Day job will include-** Align Meetings for prospective...
-
Travel Advisor
2 weeks ago
Wagle Estate, Thane, Maharashtra, India i Fly Now Full timeWe’re Hiring - Travel Advisors! iFlyNow is looking for 20 enthusiastic male graduates to kick-start their careers in travel sales—with practical sales exposure, structured training, and a clear path to full-time employment. **Eligibility** - Graduate in any discipline (Travel & Tourism / Hospitality preferred) - Age: 19-30 years - Good English...
-
Inbound Customer Service Advisor
1 week ago
Wagle Estate, Thane, Maharashtra, India Mihir Infinite Services Pvt Ltd Full timeWe're Hiring! - **Inbound Customer Service Advisor** (International Blended Process) **Key Responsibilities** - Resolve customer issues effectively while ensuring a high level of satisfaction. - Log all customer interactions and feedback accurately in internal systems. - Maintain records of issues and resolutions for quality tracking and...
-
Automobile Insurance Advisor
5 days ago
Thane, India Aastral International Full time**Job Title: Automobile Insurance advisor** **Location: Thane, Kalyan** **Job Type : Permanent** **Job description for Insurance advisor** **Responsibilities**: 1. **Client Consultation**:Conduct thorough consultations with clients to understand their insurance requirements, financial situation, and risk tolerance. 2. **Insurance Analysis**:Assess...
-
Customer Service Advisor
22 hours ago
Wagle Estate, Thane, Maharashtra, India Mihir Infinite Services Pvt Ltd Full timeWe are Hiring for **Customer Service Advisor** to join our team. This is an exciting opportunity to work in an International Blended Process environment. **Key Responsibilities**: - Maintain up-to-date knowledge of the company's products, services, policies, and procedures to assist customers and provide accurate advice. - Accurately record customer...