About the role
In this role, you will work closely with clients to provide tailored financial advice and insurance solutions that meet their needs. You will analyze clients' financial situations, identify areas for improvement, and recommend appropriate measures. This position is ideal for those who have a passion for helping others and possess strong analytical and interpersonal skills. Our supportive team environment encourages professional development and growth within the industry.
What you'll do
- Provide personalized financial advice
- Analyze clients' financial situations
- Recommend suitable insurance products
- Build and maintain client relationships
What you'll need
- Bachelor's degree in Finance, Economics, or related field
- Insurance certification (e.g., IRDAI)
- Experience in client-facing roles
Skills
Strong analytical skills
Excellent communication skills
Client relationship management
Good to have
Knowledge of financial planning software
Sales experience
Benefits
- Competitive salary
- Performance bonuses
- Professional development opportunities
Interested in this role?
It takes about two minutes. Free to apply — BFSI Jobs never asks candidates for money.
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Questions about this job
What are the main responsibilities of this role?
You will provide financial advice, analyze clients' needs, and recommend insurance products.
What qualifications are required?
A degree in finance or a related field, along with relevant certifications in insurance.
Is this position remote or onsite?
This is an onsite position based in Durgapur.
What is the salary range for this role?
The salary ranges from INR 40,000 to INR 70,000 per month.
Listing last updated