Insurance Associate in Mumbai
2 weeks ago
Key Responsibilities
- MIS & Reporting: Prepare, maintain, and analyze Management Information System (MIS) reports for insurance business performance.
- Policy Renewals: Track and manage timely renewals for various insurance products, ensuring seamless customer experience.
- Product Analysis: Evaluate and compare different insurance products (Term, Health, Travel, Motor, etc.) to identify the most suitable options for clients.
- Quotations & Proposals: Prepare accurate quotations, proposals, and comparisons for clients.
- Market Research: Stay updated on industry trends, product features, and regulatory changes to provide insights.
- Client Support: Coordinate with clients for documentation, queries, and service requests related to insurance policies.
- Cross-Team Collaboration: Work closely with wealth advisors and relationship managers to provide insurance solutions as part of holistic financial planning.
About Company: The Financialist is strategically backed by Zerodha. We are building India's best Personal Finance & Wealth Management platform. We deliver comprehensive financial planning services aimed at enhancing clients' financial planning needs. Our team comprises Chartered Accountants, Chartered Financial Analysts, and Investment Bankers who are committed to providing unbiased financial advice. We adhere to a strict "No Commission, No Brokerage" policy, ensuring that our recommendations prioritize clients' best interests. Our subscription model is designed to align with clients' income levels, making our services accessible to a broad audience.
-
Field Sales Executive in Mumbai
2 weeks ago
Mumbai Metropolitan Region, India Panshul Technologies LLP - SOLIDWORKS Reseller in Mumbai Full time ₹ 6,00,000 - ₹ 10,00,000 per yearWe are hiring dynamic and self-driven field sales executives to promote and sell our range of SOLIDWORKS products- 3DEXPERIENCE, Simulation, and Desktop versions- to customers across Mumbai, Mumbai Suburbs, Thane, Navi Mumbai and Nashik regions. Each product line represents a unique solution for different engineering needs, and we are looking for...
-
Associate
1 week ago
Mumbai Metropolitan Region, India Mahan Group Full time ₹ 1,04,000 - ₹ 1,30,878 per yearCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time hybrid role for an Associate located in the Mumbai Metropolitan Region, with some work from home acceptable. The Associate will be responsible for daily tasks including the preparation of reports, data analysis, client communication, and project management. This role...
-
Junior Assistant-Internal Audit in Mumbai
2 weeks ago
Mumbai Metropolitan Region, India Atul HMV & Associates LLP Full time ₹ 6,00,000 - ₹ 12,00,000 per yearKey ResponsibilitiesAudit assistant for internal audit assignment within Mumbai.Manage and update the ERP system regularly.Prepare reports based on data analysis and logical thinking.About Company: Atul HMV & Associates LLP is a Mumbai-based Chartered Accountant firm with 35-plus years of experience focused to empowering organizations achieve enhanced...
-
Business Development Trainee in Mumbai
2 weeks ago
Mumbai Metropolitan Region, India Integrated Risk Insurance Brokers Limited Full time ₹ 15,00,000 - ₹ 28,00,000 per yearKey ResponsibilitiesDeveloping a sound understanding of insuranceUnderstanding the needs of the clientsSupporting market mappingMaking presentations and pitching sales to the clientsAbout Company: Buy Policy Now is a part of Integrated Risk Insurance Brokers Limited. With a history dating back to 2004, Integrated Risk Insurance Brokers Limited is one of...
-
Knowledge Associate in Mumbai
2 weeks ago
Mumbai Metropolitan Region, India Illumine Knowledge Resources Full time ₹ 6,00,000 - ₹ 12,00,000 per yearAbout IllumineIllumine Knowledge Resources is a Research-to-Actualization Lab specializing in solving large-scale, chronic, and persistent societal challenges. At the heart of these challenges lie failures of knowledge, mindsets, and thinking. Over the past 30 years, Illumine has developed an original approach called Knowledge-based Change—a methodology...
-
Associate Manager
2 weeks ago
Mumbai Metropolitan Region, India PropAnchor Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionPropAnchor was established in January 2019 under the vision of Ajay Varma and is revolutionizing the real estate industry. Focused on technology, digitization, and effective sales, PropAnchor aims to bridge the gaps in the industry by simplifying the complex journey of buying properties. The company is affiliated with renowned developers...
-
Associate Telecaller in Navi Mumbai, Mumbai
1 week ago
Mumbai Metropolitan Region, India BNM Business Solutions LLP Full time ₹ 1,04,000 - ₹ 1,30,878 per yearKey ResponsibilitiesEngage with potential customers and explain product/service offerings.Generate leads, follow up, and convert them into successful sales.Build and maintain strong client relationships.Achieve sales targets and contribute to team goals.Maintain accurate records of sales activities.About Company: BNM Business Solutions LLP is one of the...
-
Talent Associate in Mumbai
2 weeks ago
Mumbai Metropolitan Region, India Qrata Full time US$ 80,000 - US$ 1,00,000 per yearWe believe hiring should be built on clarity, context, and trusted partnerships- not just resumes. As a talent associate, you will go beyond sourcing profiles to become a strategic advisor to both customers and candidates. You'll capture role insights to create the perfect role DNA, refine AI-generated scorecards to align with customer must-haves, and ensure...
-
Product Manager
2 weeks ago
Mumbai Metropolitan Region, India Ageas Federal Life Insurance Full time US$ 80,000 - US$ 1,20,000 per yearCompany DescriptionWe are Ageas Federal Life Insurance, a joint venture between Ageas, a multinational insurance giant headquartered in Europe, and India's leading bank, Federal Bank. We combine global insurance expertise with local market knowledge to provide comprehensive and tailored insurance solutions. Our mission is to empower people with financial...
-
Insurance Advisor
2 weeks ago
Ghansoli, Navi Mumbai, Maharashtra, India Mumbai Rozgaar Full timePosition Title: Insurance Advisor Job Summary: As an Insurance Advisor, your primary responsibility is to assist clients in identifying their insurance needs and provide them with appropriate coverage options. You will build and maintain strong relationships with clients while ensuring they understand the terms and conditions of their insurance policies....