Financial advisor (India)

Financial advisor (India)

23 Aug
|
Aniruddha sekh
|
India

23 Aug

Aniruddha sekh

India

Job Responsibilities:

Identify and approach potential customers.

Understand clients’ financial needs and recommend suitable insurance products.

Explain policy features, benefits, terms, and conditions clearly.

Assist customers with documentation, KYC, and policy application procedures.

Build and maintain long-term relationships with clients.

Provide after-sales service, including policy renewals and customer support.

Achieve sales targets and contribute to business growth.

Follow company policies and insurance regulations while maintaining ethical sales practices.

Required Skills:

Valuable communication and interpersonal skills.

Basic knowledge of insurance and financial products.

Sales and marketing abilities.

Customer relationship management skills.

Confidence, teamwork, and problem-solving ability.

Qualification:

Minimum educational qualification as per company and regulatory requirements.

Training and certification may be required depending on the insurer and local regulations.

Income Structure:

Earnings may include commission, incentives, and performance-based rewards, depending on the company’s policies.

Pay: ₹9,518.74 - ₹30,000.00 per month

Work Location: On the road

📌 Financial advisor (India)
🏢 Aniruddha sekh
📍 India

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