Job Overview

The Insurance Expert is responsible for driving insurance business of mapped branches & BPs by providing sales and service support.

The role focuses on recent premium growth, activation of sales, advisors and BPs across all insurance offerings (LI, HI & GI).

Role & responsibilities

•Insurance Advisory & Clients risk Management:

Partner with sales and advisory team & BPs to manage their clients relationship across all insurance products. Do detailed risk-profiling of clients & suggest suitable insurance solutions across life & non life products.

• Business Development & Revenue Generation:

Drive new premium and revenue through BPs and mapped branches by visiting their clients on joint calls, grow insurance penetration, collaborate with sales & advisory teams, improve cross sales opportunities.

• Product & Market Expertise:





Act as one stop shop solution for insurance products, provide quotations, comparisons across products & manufacturers to help clients take informed decisions. Conduct periodic training for branch teams as well as BPs, conduct risk & investment planning webinars/seminars.

• Compliance & Risk Management:

Ensure IRDA/internal compliance, maintain documentation, follow approved investment frameworks.

Preferred candidate profile

Qualifications -- MBA/PGDM in Finance or Marketing preferred.

Experience -- 3--6 years in Life Insurance or broking companies having exposure in Insurance business.

Mandatory Certifications -- IRDA

Key Skills & Competencies - Knowledge of Insurance industry and products.

📌 Insurance Expert (Noida)
🏢 Navya Mantra Hr Consulting
📍 Noida