Job Description

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DKP Recruiter team is hiring for the job Title:

Insurance and Mutual Fund Advisor I Location: CC2 (Newtown)

Job Summary:

We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and client-handling skills. The role involves advising clients on financial products, managing relationships, and achieving business targets.

Key Responsibilities:

Advise clients on Life Insurance, General Insurance, and Health Insurance products Guide clients on Mutual Fund investments based on financial goals and risk appetite Understand client needs and suggest suitable financial solutions Stay updated with IRDAI, SEBI regulations, and market trends Handle client onboarding, documentation, and customer service Achieve monthly sales targets for insurance and mutual funds Build and maintain long-term client relationships

Key Skills:

Strong knowledge of Life, Health, and General Insurance products Expertise in Mutual Fund schemes and distribution Client handling, relationship management, and advisory skills Knowledge of IRDAI and SEBI compliance and regulations Sales and target achievement ability Excellent communication and interpersonal skills Customer service orientation and ethical selling Ability to work independently and in a team

Requirements:

Minimum 3 to 5 years of relevant experience in insurance and mutual fund sales/advisory IRDA License (mandatory for insurance) NISM VA (preferred for Mutual Funds) Graduate in Finance, Commerce, Business, or related field Certified Financial Planner (CFP) is an added advantage

Compensation and Benefits:

Fixed salary of upto ?30,000 per month (Depend upon the interview) Incentives based on sales performance General shift, Monday to Saturday working, Sunday fixed off Training and upskilling support Career growth opportunities in financial services
Contact at talenthub@duaspotli.com

Job Types: Full-time, Permanent

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

Benefits:

Health insurance
Application Question(s):

Do you hold a valid IRDA License for insurance sales? Do you have a NISM VA certification for mutual fund distribution? How many years of experience do you have in insurance and mutual fund sales/advisory? What is your current Salary, expected Salary, and notice period? Are you comfortable with a field sales role near Newtown CC2 area? Are you able to join soon immediately?
Work Location: In person