07 Aug
|
Equentis Wealth Advisory
|
Mumbai
07 Aug
Equentis Wealth Advisory
Mumbai
Roles and Responsibilities
- Provide expert advice on insurance products to clients, ensuring their financial security and well-being.
- Develop and maintain strong relationships with existing clients, identifying current business opportunities through upselling and cross-selling strategies.
- Conduct thorough risk assessments to recommend appropriate insurance coverage options for individuals, families, or businesses.
- Stay up-to-date with industry trends, regulations, and market developments to provide informed guidance to clients.
- Collaborate with internal teams to resolve client queries and issues related to policy administration.
📌 Insurance Advisor (Mumbai)
🏢 Equentis Wealth Advisory
📍 Mumbai