Hiring For Financial Advisor

Job Summary

We are seeking a motivated and customer-focused Insurance Adviser to join our team. The Insurance Adviser will be responsible for providing expert advice to clients on insurance products and services, helping them make informed decisions about their coverage needs. This role involves building strong relationships with clients, understanding their financial situations, and offering tailored insurance solutions.Key Responsibilities : Understand clients insurance needs and provide expert advice on available products.Offer customized insurance solutions, including life, health, property, and casualty insurance.Educate clients on policy terms, benefits, and costs, ensuring clarity and transparency.Manage client relationships and provide exceptional customer service.Conduct periodic reviews of existing policies and offer updates or improvements.Ensure compliance with all regulatory and company standards.Maintain detailed and accurate client records.Collaborate with other team members and departments to deliver a seamless customer experience.Stay up-to-date with industry trends, product knowledge, and changes in insurance regulations.Qualifications : Proven experience as an insurance adviser, agent, or similar role (preferred but not required).Excellent communication and interpersonal skills.Ability to explain complex insurance concepts in simple terms.Strong organizational skills and attention to detail.A customer-first attitude with a commitment to providing personalized service.Relevant certifications (., IRDAI certification) or willingness to obtain them.Proficiency in using insurance software and tools.

Experience

0 - 1 Years

No. of Openings

Education

Secondary School, Post Graduate Diploma

Role

Financial Advisor

Industry Type

Banking / Financial Services / Stock Broking

Gender

Male / Female ]

Job Country

India

Type of Job

Full Time

Work Location Type

Work from Office

Face interview location

Urbanac business park TATA croma building 2nd floor