Minimum 8 months (in Mutual fund/insurance/investment)
Job Responsibilities:
Identify and acquire new clients for insurance and investment services.
Provide personalized financial advice and solutions across insurance, mutual funds, and wealth products.
Maintain and manage existing client portfolios and ensure high levels of customer satisfaction.
Conduct meetings and follow-ups with leads to convert them into long-term clients.
Stay updated on market trends and product knowledge to provide effective financial guidance.
Candidate Requirements:
Minimum 8 months of experience in insurance, financial sales, or investment advisory.
Strong communication and interpersonal skills.
Proactive, self-motivated, and sales-driven mindset.
Ability to manage multiple clients and maintain long-term relationships.
Graduation preferred but not mandatory for experienced candidates.
Job Types: Full-time, Permanent
Pay: ₹20,000.00 - ₹30,000.00 per month
Schedule:
Day shift
Work Location: In person
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