
Insurance Advisor
2 weeks ago
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. 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 upto ₹30,000 per month (Depend upon the interview)
- Incentives based on sales performance
- General shift, Monday to Saturday working, Sunday fixed off
- Training and upskilling support
- Career growth opportunities in financial services
Contact at
Job Types: Full-time, Permanent
Pay: ₹20, ₹30,000.00 per month
Benefits:
- Health insurance
Application Question(s):
- Do you hold a valid IRDA License for insurance sales?
- Do you have a NISM VA certification for mutual fund distribution?
- How many years of experience do you have in insurance and mutual fund sales/advisory?
- What is your current Salary, expected Salary, and notice period?
- Are you comfortable with a field sales role near Newtown CC2 area?
- Are you able to join soon immediately?
Work Location: In person
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