- Risk Assessment: Evaluate personal, financial, and business assets to identify coverage gaps and long-term protection goals. Policy Advisory &
- Customization: Compare plans across life, health, general, or commercial lines; explain policy terms, riders, exclusions, and premium structures. Lead Generation &
- Business Development: Build a client pipeline through referrals, networking, digital outreach, and direct consultations. Portfolio &
- Relationship Management: Conduct annual policy reviews, assist with renewals, and adjust coverage as life events occur. Claims Guidance: Act as the client's primary liaison during claim filing and settlement processes. Compliance &
- Market Research: Maintain up-to-date knowledge of insurance regulations, underwriting standards, and emerging financial products.
📌 Financial Consultant (Bhubaneswar)
🏢 Bajaj Life Insurance Company
📍 Bhubaneswar
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