Responsibilities and Duties :-

1. Sales & Business Development
2. Promote and sell insurance policies, mutual funds, and investment products.
3. Identify new business opportunities and develop strategies to achieve sales targets.
4. Build and maintain strong client relationships through effective communication and trust.
5. Client Advisory & Support
6. Provide financial planning guidance tailored to client needs.
7. Assist clients in selecting suitable insurance and investment products.
8. Ensure timely resolution of client queries and concerns.
9.  Operations & Compliance
10. Oversee day-to-day operational activities related to policy issuance, fund transactions, and investment documentation.
11. Ensure compliance with regulatory requirements (IRDA, SEBI, and other financial authorities).
12. Coordinate with internal teams to streamline processes and improve efficiency.
13.  Reporting & Analysis
14. Prepare sales reports, performance metrics, and operational dashboards
15. Analyse market trends and competitor activities to support strategic decision

Key Skills

1.  Strong knowledge of financial products, investment strategies, and regulatory frameworks.
2.  Excellent communication, negotiation, and interpersonal skills.
3.  Proficiency in MS Office (Excel, PowerPoint, Word) and CRM tools.
4. Ability to work independently and achieve targets under deadlines.

Education Required: Qualification:

1. Bachelor’s degree in Commerce, Business Administration, or related field (freshers with strong communication skills may apply).
2.  Excellent communication skills (verbal & written) with persuasive ability.
3.  Basic knowledge of GST, Income Tax, and financial services preferred.
4. Proficiency in MS Office (Excel, Word, PowerPoint)