1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 3.60 LPA
Educational Qualification – GraduateCertification – IRDA Broker Qualified Person’s certification(optional)
JD ---
• Preparing Quotes for Motor/ health ( General Insurance) Insurance proposals.• Ensuring to resolve customers’ / Team members/ POS, queries/problems for Motor/ Health insurance.• Processing endorsement/ inspection requests• Laisen with Insurance companies for all requirements• Talk to Team members/ Associates/ ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 6.00 LPA
Description:
Key Responsibilities:
Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls).
Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations.
Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs.
Upsell and cross-sell mutual fund products ...