We are looking for a knowledgeable and client-focused Insurance & Wealth Management Executive to support customers in planning, protecting, and growing their wealth. The role involves advising clients on insurance products, basic investment options, and long-term financial planning while building strong client relationships.
- Key ResponsibilitiesInsurance AdvisoryExplain life, health, motor, and general insurance products clearly to clients
- Assess client needs and recommend suitable insurance solutions
- Assist with policy issuance, renewals, endorsements, and claims coordination
- Wealth Management SupportEducate clients on basic wealth management concepts and financial planning
- Support sales of investment-linked insurance and savings products
- Help clients understand risk profiling and long-term wealth goals
- Client Relationship ManagementHandle client queries professionally and build long-term relationships
- Maintain accurate client records and documentation
- Follow up with existing clients for renewals and cross-selling opportunities
- Compliance & DocumentationEnsure all sales and processes comply with regulatory guidelines
- Maintain proper KYC and policy documentation
- Required Skills & QualificationsStrong knowledge of insurance products (Life, Health, General)
- Basic understanding of wealth management & financial planning
- Positive communication skills in English (Kannada/Hindi is a plus)
- Customer-oriented mindset with consultative selling skills
- Ability to explain financial concepts in a simple manner
- Graduate in Commerce, Finance, Business, or related field preferred