Insurance Advisor

7 days ago


Kolkata, West Bengal, India Duas Knowledge Potli Full time ₹ 3,00,000 - ₹ 3,60,000 per year

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 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

Contact at

Job Type: Full-time

Pay: ₹20, ₹30,000.00 per month

Benefits:

  • Health insurance

Application Question(s):

  • What is your total years of experience in Insurance field sales role?
  • What is your net in hand salary?
  • What is your expected salary?

Work Location: In person


  • Life Insurance Advisor

    23 hours ago


    Kolkata, West Bengal, India Aditya Birla Capital Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionAditya Birla Capital Ltd is a financial services company located in Mumbai, India. Committed to providing equal employment opportunities, Aditya Birla Capital prohibits discrimination and harassment based on race, color, religion, ethnicity, age, gender, disability, or any other legally protected characteristic. The company's recruitment...

  • Financial Advisor

    1 week ago


    Kolkata, West Bengal, India Aditya Birla Sun Life Insurance Full time ₹ 2,00,000 - ₹ 12,00,000 per year

    Company DescriptionEstablished in 2000, Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the globally renowned Aditya Birla Group and Sun Life Financial Inc., a leading financial services organization from Canada. ABSLI is recognized for its innovation and industry benchmarks, such as the introduction of the "Free Look...

  • Sales Advisor

    7 days ago


    Kolkata, West Bengal, India Panora Global Venture LLP Full time ₹ 96,000 - ₹ 3,00,000 per year

    We are seeking a motivated Financial Services Sales Advisor to join our team. The ideal candidate will have experience in financial products, including Mutual Funds, AIFs, Bonds, and Insurance. You will be responsible for building and maintaining client relationships, understanding client financial needs, and guiding them suitable investment solutions to...

  • Sales Advisor

    3 days ago


    Kolkata, West Bengal, India Niva Bupa Insurance Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Responsibilities:Sell health insurance policies as per company product portfolioComply with IRDAI rules and certificationpovide product demo and features to customerCompensationPerformance based incentivestraining & certificationsFlexi workingWork from homeSales incentivesPerformance bonusAnnual bonusReferral bonusJob/soft skill training

  • Equity Advisor

    4 weeks ago


    Kolkata, West Bengal, India Chola Securities Full time

    Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & DelhiDesignation: RM AdvisorVertical: RetailRoles and Responsibilities:- Activate trading accounts for clients and guide new entrants in understanding equity market dynamics.- Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public...


  • Kolkata, West Bengal, India Lineup Manpower Solutions Private Limited Full time ₹ 6,00,000 - ₹ 7,50,000 per year

    Job Description canara hsbc Life insurance co,ltd Designation-Cluster Business Head ctc- 7.5 lpa Key Responsibilities:Sales Leadership and Target Achievement: Drive sales performance and achieve monthly, quarterly, and yearly sales targets through a team of advisors and branch staff. Team Management and Development: Manage, coach, and develop a...


  • Kolkata, West Bengal, India Deutsche Bank Full time ₹ 10,00,000 - ₹ 25,00,000 per year

    Private Banking Advisor, Associate Job Description: Job Title: Private Banking Advisor, Associate Location: Calcutta, India Role DescriptionBranch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private...


  • Kolkata, West Bengal, India Salasar Services Insurance Brokers Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Role & responsibilitiesTechnology & AI StrategyDevelop and implement the organization's overall technology vision, focusing on AI-driven process automation, data intelligence, and customer-centric digital solutions.Define and lead the AI adoption roadmap for underwriting support, pricing analytics, claims management, accounts receivable management, and...


  • Kolkata, West Bengal, India Capgemini Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way you'd like, where you'll be supported and inspired by a collaborative community of colleagues around the world, and where you'll be able to reimagine what's possible. Join us and help the world's leading organizations unlock the value of technology and...


  • Kolkata, West Bengal, India Capgemini Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way you'd like, where you'll be supported and inspired by a collaborative community of colleagues around the world, and where you'll be able to reimagine what's possible. Join us and help the world's leading organizations unlock the value of technology and...