Company Description mNivesh is a leading distributor of mutual funds in India, consistently ranking among the top performers nationwide and within Delhi. Established in 2006, the company has grown steadily by offering a diversified portfolio of financial products, including stocks, insurance, fixed deposits, bonds, and debentures. mNivesh actively manages a substantial asset base of approximately 450–475 Crore in mutual funds. The organization focuses on helping clients achieve their financial milestones through personalized service.
No matter where clients are located, mNivesh strives to deliver consistent, high-quality financial solutions.
Role Description The Motor Sales Insurance role at mNivesh is a full-time, in office position based in Delhi, India. The role involves identifying prospective customers, explaining motor insurance products and coverage options, and recommending suitable policies based on customer needs and risk profiles. Day-to-day tasks include generating leads, managing customer inquiries, preparing quotations, processing applications, and ensuring timely renewals.
The role requires maintaining accurate records, coordinating with underwriting and operations teams, and meeting sales targets while complying with regulatory and company guidelines.
The professional is expected to build long-term client relationships, provide after-sales support, and participate in marketing or promotional activities to expand the motor insurance portfolio.
Qualifications
- Strong sales and negotiation abilities, with experience in motor or general insurance products.
- Customer service and relationship management skills, including the ability to handle queries and resolve issues effectively.
- Basic knowledge of insurance principles, motor insurance coverage types, and regulatory requirements.
- Proficiency in communication (spoken and written) and interpersonal skills for engaging with diverse clients.
- Ability to work with CRM tools or basic office software for documentation, reporting, and tracking leads.
- Proven capability to meet targets, manage time efficiently, and work both independently and within a team.
- Prior experience in financial services or insurance sales is preferred; familiarity with the Delhi market is an advantage.
- Minimum educational qualification: graduate degree in any discipline; additional certifications in insurance or finance are beneficial.
📌 Motor Sales insurance (Delhi)
🏢 mNivesh
📍 Delhi