Insurance Advisor

17 hours ago

Bengaluru South Karnataka, India Kotak Life Insurance PVT Ltd Full time

Company Description

This page serves as a resource for job seekers to discover potential opportunities, including the Insurance Advisor role at Kotak Life Insurance PVT Ltd. It is dedicated to providing detailed recruitment-related information, including role descriptions and application procedures. The purpose is to streamline the hiring process and ensure candidates have a clear understanding of the job requirements. For official information about Kotak Life Insurance and additional career opportunities, we encourage visiting the official Kotak Life website.

Role Description

This is a full-time, on-site role located in Bengaluru South for an Insurance Advisor. As an Insurance Advisor, your responsibilities will include offering tailored insurance and financial solutions to clients, building and maintaining strong relationships with customers, managing portfolios, providing guidance in selecting suitable insurance plans, and delivering excellent customer service. You will be a crucial part of ensuring clients receive clarity on financial planning and insurance coverage tailored to their needs.

Qualifications

  • Knowledge of Insurance and Finance, with the ability to analyze and recommend appropriate financial solutions
  • Customer Service skills to address client needs effectively and build long-term trust
  • Strong Communication and interpersonal skills to explain plans clearly and maintain client relationships
  • Experience in Consulting or advising in the financial or insurance sector is advantageous
  • Relevant certifications or a bachelor's degree in Finance, Business Administration, or a related field is preferred
  • Motivation to achieve targets, a proactive approach, and the ability to adapt to a dynamic work environment

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