Banking Advisor (Chennai)

Banking Advisor (Chennai)

20 Aug
|
Kotak Mahindra Investments
|
Chennai

20 Aug

Kotak Mahindra Investments

Chennai

Client Assessment and Consultation:

>Talk with clients to learn their financial goals

>Review a client's risk level and current assets

>Suggest the best life, health, or property coverage

>Policy Sales and Documentation

>Explain policy terms, perks, and exclusions

>Help clients fill out proposal and application forms accurately

>Process new policy purchases through the insurer

>Ongoing Customer Support and Claims

>Guide clients through annual renewals and policy updates

>Assist customers and nominees during the claims settlement process

>Keep accurate and updated records of client files

📌 Banking Advisor (Chennai)
🏢 Kotak Mahindra Investments
📍 Chennai

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