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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