
Insurance and Mutual Fund Advisor
3 days ago
Insurance and Mutual Fund Advisor
*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 ₹25,000 to ₹30,000 per month
* Incentives based on sales performance
* General shift, Monday to Saturday working, Sunday fixed off
* Training and upskilling support
* Career growth opportunities in financial services
Job Type: Full-time
Pay: ₹20, ₹30,000.00 per month
Application Question(s):
- Any experience in mutual funds and insurance selling
- Current and expected salary
- Rajarhat location is ok ?
Work Location: In person
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