Insurance and Mutual Fund Advisor

7 days ago


Rajarhat Kolkata West Bengal, India Noah Healthcare Full time ₹ 2,50,000 - ₹ 3,00,000 per year

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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