
Insurance and Mutual Fund Advisor
7 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
-
Insurance Advisor
3 days ago
New Town, Kolkata, West Bengal, India Duas Knowledge Potli Full timeHere’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...
-
Mutual Fund Advisor
2 weeks ago
Kolkata, West Bengal, India Wealthcrop Securities Private Limited Full timeAre you passionate about helping people grow their wealth? Join us as a **Mutual Fund Advisor** and be part of a dynamic team at Wealthcrop Securities Private Limited! **Salary**: ₹15,000 - ₹25,000/month + **Lucrative Incentives** **Monthly Target**: Achievable goals with rewarding incentives **Key Responsibilities**: - Provide expert financial...
-
Insurance Advisor
1 day ago
Kolkata, West Bengal, India Duas Knowledge Potli Full time**DKP Recruiter team is hiring for the Job Title**: Insurance and Mutual Fund Advisor **Location**:City center 2, Newtown,Kolkata **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...
-
Insurance Advisor
7 days ago
New Town, Kolkata, West Bengal, India Duas Knowledge Potli Full time ₹ 2,40,000 - ₹ 3,60,000 per yearHere'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....
-
Insurance Advisor
7 days ago
Kolkata, West Bengal, India Duas Knowledge Potli Full time ₹ 3,00,000 - ₹ 3,60,000 per yearDKP Recruiter team is hiring for the Job Title: Insurance and Mutual Fund AdvisorLocation: City center 2, Newtown,KolkataJob 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...
-
Insurance Advisor
2 weeks ago
Kolkata, India Duas Knowledge Potli Full timeDKP Recruiter team is hiring for the Job Title: Insurance and Mutual Fund AdvisorLocation: City center 2, Newtown,Kolkata 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...
-
Life Insurance Advisor
1 week ago
Kolkata, West Bengal, India MAX LIFE INSURANCE COMPANY Full timeRole of a Life Advisor As a Life Advisor, your day-to-day responsibilities also includes marketing. Good marketing strategies and initiatives help you promote new and existing insurance plans, besides being effective in attracting new clients to your firm. Your role also entails providing insurance advice, analysing policy details, processing policy...
-
Mutual Fund Sales
1 day ago
Andheri West, Mumbai, Maharashtra, India One Health Assist Full timeKey Responsibilities: 1. Sales and Business Development**:Identify and target potential clients (individuals, financial advisors, institutions).** Generate new business by promoting and selling mutual fund products. **Meet sales targets and performance metrics set by the organization.** Develop and execute sales strategies to increase market share. **Client...
-
Mutual Funds Sales
3 days ago
Andheri West, Mumbai, Maharashtra, India one health assist Full time**Mutual Funds Sales** **Duties & Responsibilities** - Develop and implement sales strategies to achieve revenue targets - Identify and pursue new business opportunities through prospecting and networking - Build and maintain strong relationships with key clients - Provide expert advice and guidance to clients on investment opportunities - Monitor market...
-
Insurance Advisor
1 week ago
Kolkata metropolitan area, West Bengal, India Kotak Life Insurance PVT Ltd Full time ₹ 6,00,000 - ₹ 8,00,000 per yearCompany DescriptionWelcome to Kotak Life Careers This page is created for job posting purposes and provides information for the Recruitment and Development Manager – Tied Agency Channel role. The page streamlines the hiring process and helps candidates understand the role requirements for similar positions within Kotak Life.Role DescriptionThis is a...