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

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