Key Responsibilities:

- Build and maintain long-term relationships with existing and recent clients.
- Act as the primary point of contact for client queries, service requests, and investment needs.
- Cross-sell and upsell relevant financial products based on client needs and risk profile.
- Ensure timely renewals of insurance and investment products to improve retention.
- Proactively ask for referrals from existing clients and help expand the client base.
- Handle complete onboarding of new clients including KYC, documentation, and product explanation.
- Collaborate with internal teams to ensure smooth service delivery and client satisfaction.
- Keep clients informed about their portfolio, market updates, and relevant opportunities.
- Maintain accurate records of interactions and ensure timely follow-ups.

Job Types: Full-time,



Permanent, Fresher

Pay: ₹20,000.00 - ₹30,000.00 per month

Benefits:

- Cell phone reimbursement
- Leave encashment
- Paid sick time
- Paid time off

Ability to commute/relocate:

- Naranpura, Ahmedabad, Gujarat: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

- The position requires extensive field work and client visits. Please confirm if you are comfortable with this.

Education:

- Bachelor's (Preferred)

Language:

- English, Gujarati (Preferred)

License/Certification:

- LMV Licence (Preferred)

Work Location: In person

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