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Insurance Advisor

2 weeks ago

New Town Kolkata West Bengal, India Duas Knowledge Potli Full time ₹ 20,000 - ₹ 30,000 per year

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