Insurance Manager
AGSKartFixed
₹25,000 - ₹30,000
Earning Potential
₹30,000
Fixed
₹25,000 - ₹30,000
Earning Potential
₹30,000
Work from Office
Full Time
Any experience
Basic EnglishJob highlights
24 applicants
Job Description
We are looking for a knowledgeable and client-focused Insurance & Wealth Management Executive to support customers in planning, protecting, and growing their wealth. The role involves advising clients on insurance products, basic investment options, and long-term financial planning while building strong client relationships.
- Key ResponsibilitiesInsurance AdvisoryExplain life, health, motor, and general insurance products clearly to clients
- Assess client needs and recommend suitable insurance solutions
- Assist with policy issuance, renewals, endorsements, and claims coordination
- Wealth Management SupportEducate clients on basic wealth management concepts and financial planning
- Support sales of investment-linked insurance and savings products
- Help clients understand risk profiling and long-term wealth goals
- Client Relationship ManagementHandle client queries professionally and build long-term relationships
- Maintain accurate client records and documentation
- Follow up with existing clients for renewals and cross-selling opportunities
- Compliance & DocumentationEnsure all sales and processes comply with regulatory guidelines
- Maintain proper KYC and policy documentation
- Required Skills & QualificationsStrong knowledge of insurance products (Life, Health, General)
- Basic understanding of wealth management & financial planning
- Good communication skills in English (Kannada/Hindi is a plus)
- Customer-oriented mindset with consultative selling skills
- Ability to explain financial concepts in a simple manner
- Graduate in Commerce, Finance, Business, or related field preferred
Job role
Job requirements
About company
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The candidate should have completed Graduate degree and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Bengaluru to get hired quickly.
The candidate should have Basic English skills and sound communication skills for this job.
Both Male and Female candidates can apply for this job.
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