Company Description

VNV Wealth is a client-focused organization dedicated to providing comprehensive financial solutions and services. The company specializes in tailoring strategies that meet the individual needs of clients, ensuring financial security and growth. Committed to excellence, VNV Wealth fosters a collaborative and innovative environment to empower both its team and clients. The company's values center around trust, professionalism, and long-term relationships.

Role Description

This is a full time, on-site role for an Insurance Executive, based in Kalyan.

The Insurance

Executive will actively engage with clients to assess their insurance needs, recommend tailored insurance products, and provide them with policy details.

Responsibilities include handling insurance-related queries, selling policies, maintaining ongoing client relationships,



and ensuring all paperwork and processes comply with industry standards. The role demands strong communication and problem-solving abilities to deliver outstanding customer service.

Qualifications
Proven skills in Insurance Sales, Insurance planning, and Insurance Claims
Robust understanding of Finance principles and the ability to guide clients effectively
Excellent Customer Service skills with a client-first mindset
Good communication and interpersonal skills to build and maintain client relationships
Ability to operate in a rapid-paced, results-oriented environment
Bachelors degree in Business, Finance, or a related field is preferred
Certification or licensing in the insurance field is an advantage

Perks and benefits

Sales incentives

📌 Insurance Executive Mumbai
🏢 VNV Wealth
📍 Mumbai