Company Description
Finvei Capital is a diversified financial services firm offering stock broking, mutual funds, insurance, portfolio management services, commodities, and currency solutions. The company serves both retail and high-net-worth clients, providing end-to-end support for a wide range of financial needs. Finvei Capital focuses on helping clients achieve their financial goals through tailored advice and disciplined investment strategies. The firm is committed to building strong, long-term portfolios designed to support clients and their families over time.

Role Description
The Insurance Advisor role at Finvei Capital is a full-time, on-site position based in Kolkata. The Insurance Advisor will consult with clients to understand their financial objectives, risk profile, and protection needs, and recommend suitable insurance products accordingly. Daily responsibilities include meeting prospective and existing clients, presenting insurance solutions, preparing proposals, and assisting clients through the application and onboarding process.



The role involves maintaining accurate client records, following up on renewals and claims, and collaborating with internal teams to ensure high service standards. The Insurance Advisor is expected to stay updated on insurance products, regulatory changes, and industry trends to provide informed, compliant advice.

Qualifications
- Strong client relationship skills, including the ability to understand client needs, build trust, and communicate complex insurance concepts clearly.
- Knowledge of life, health, and general insurance products, with the ability to compare features, perks, and costs to recommend suitable options.
- Sales and negotiation abilities, including prospecting, presenting solutions, handling objections, and closing insurance proposals.
- Analytical and financial acumen to assess risk profiles, coverage requirements, and long-term protection strategies for individuals and families.
- Attention to deta

📌 Insurance Advisor (Kolkata)
🏢 Finvei Capital
📍 Kolkata