About the role
In this role, you will engage with clients to understand their financial objectives and guide them in selecting the right insurance products. You will develop long-term relationships with clients based on trust and expertise, while also keeping abreast of market trends and policy changes. The position is ideal for individuals who possess excellent communication skills and a passion for helping others achieve their financial goals.
The hiring company fosters a collaborative environment that prioritizes both professional growth and client satisfaction, making it an excellent opportunity for motivated financial professionals.
What you'll do
- Assess client financial needs and goals
- Provide tailored insurance solutions
- Maintain and build client relationships
- Stay updated with industry trends
What you'll need
- Bachelor's degree in Finance or related field
- Minimum 2 years of experience in insurance
- Strong communication and interpersonal skills
Skills
Client relationship management
Analytical thinking
Sales skills
Good to have
Knowledge of investment products
Financial planning certification
Benefits
- Competitive salary and performance bonuses
- Health insurance coverage
- Professional development opportunities
Interested in this role?
It takes about two minutes. Free to apply — Career In Bank never asks candidates for money.
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Questions about this job
What are the responsibilities of a Financial Advisor?
You will assess client needs, recommend insurance products, and maintain client relationships.
Is this position onsite or remote?
This is an onsite position based in Sector 17, Chandigarh.
What is the experience requirement for this role?
Candidates should have 2 to 5 years of experience in the insurance industry.
What salary can I expect?
The salary range for this role is between INR 40,000 to INR 80,000 monthly.
How do I apply for this position?
Click "Apply Now" on this page to apply through Career In Bank. Career In Bank is recruiting for this role on behalf of a client employer.
Listing last updated