Job Description

Insurance and Mutual Fund Advisor

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 ?25,000 to ?30,000 per month
Incentives based on sales performance
General shift, Monday to Saturday working, Sunday fixed off
Training and upskilling support
Career growth opportunities in financial services
Job Type: Full-time

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

Application Question(s):

Any experience in mutual funds and insurance selling Current and expected salary Rajarhat location is ok ?
Work Location: In person