Insurance Agent/Advisor

Motilal Oswal Financial Services Limited

Prabhadevi, Mumbai/Bombay

₹30,000 - ₹40,000 monthly

Fixed

30000 - ₹40000

Earning Potential

40,000

Work from Office

Full Time

Min. 5 years

Basic English

Job Details

Interview Details

Job highlights

Urgently hiring

28 applicants

Benefits include: PF

Job Description

An advisor's job is to use their expertise to provide guidance and support to clients, organizations, or other groups. Advisors typically have in-depth knowledge of a specific field or industry. They work with clients to understand their needs and goals, and then create plans to help them achieve those goals. 


Here are some common responsibilities of an advisor:

  • Provide advice
  • Advisors offer objective advice that's in line with their clients' best interests. They may also provide guidance on how to manage stress, anxiety, and other emotional issues. 
  • Build relationships
  • Advisors develop and maintain relationships with their clients to ensure their needs are met. 
  • Create plans
  • Advisors evaluate their clients' current situations and create individualized plans to help them reach their goals. They may also update and amend plans as needed. 
  • Stay up-to-date
  • Advisors keep up with the latest developments in their field, including changes in laws, regulations, and industry practices. 
  • Maintain confidentiality
  • Advisors keep client information confidential, except when required by law. 
  • Keep records
  • Advisors maintain records of their interactions with clients, including advice given, recommendations, and decisions made. 

Advisors can work in many fields, including business, education, and finance. 

Job role

Work location

Prabhadevi, Mumbai, Maharashtra, India

Department

Banking / Insurance / Financial Services

Role / Category

Insurance Sales

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Min. 5 years

Education

Graduate

English level

Basic English

Age limit

18 - 35 years

Gender

Male

About company

Name

Motilal Oswal Financial Services Limited

Address

Prabhadevi, Mumbai, Maharashtra, India

Job posted by Motilal Oswal Financial Services Limited

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