Part Time Office Assistant at Sharma Insurance and Investment Consultancy based in Kandivali West Mahavir Nagar Mumbai, specializes in life insurance, mediclaim, mutual funds, stocks, bonds, and other investment products. We provide comprehensive financial solutions to individual and business clients seeking protection and growth opportunities.
Key Responsibilities Prospect and contact potential clients through networking, cold calling, referrals, and digital tools to generate leads for insurance and investment products.
Assess client needs, risks, and financial goals; recommend tailored products like life insurance, mediclaim, mutual funds, stocks, or bonds.
Guide clients through policy applications, underwriting, claims processes, and portfolio monitoring . Requirements minimum 12th. Freshers & 1-2 years of experience in insurance sales, financial basic computer skills (MS Office, CRM) preferable.
Strong communication, problem-solving skills, and knowledge of financial markets.
Flexible hours & part-time job. Training support will be provided.
This is a part time job. Timing 4pm to 8.30 pm.
Myself into Insurance & Investment. Life, General, Mutual Funds, Equity Bonds etc. 70 to 80 ℅ of the work involves working on the computer/laptop from my Residence cum Office. Compute knowledge is essential. It will take about 3 months to teach you the nature of the work. Balance 20℅ work involves filling of the forms, follow up the client on phone/ What's App, filing of papers etc. Knowledge of Tally will be plus point
Job Types: Part-time, Fresher
Pay: ₹5,000.00 - ₹7,000.00 per month
Work Location: In person
