Location: Noida – Sector 16 (Work From Office)
Industry: Finance & Broking
Experience: 1–4 Years (Freshers with relevant certification may apply)
Certification Required: NISM Series V-A (Mutual Fund) & IRDA Certification (Insurance)
Job Summary
The Mutual Fund & Insurance Expert will be responsible for advising clients on suitable investment and protection products, including mutual funds and insurance solutions. The role involves understanding client financial goals, recommending appropriate products, ensuring regulatory compliance, and maintaining long-term client relationships to drive retention and business growth.
Key Responsibilities
· Advise clients on mutual fund schemes (Equity, Debt, Hybrid, SIPs, etc.) and insurance products (Life & Health) based on their financial objectives and risk profile.
· Promote and sell mutual fund and insurance products to achieve revenue and business targets.
· Conduct portfolio reviews and provide periodic performance updates to clients.
· Develop and maintain long-term client relationships to ensure high customer retention.
· Identify cross-selling and upselling opportunities across financial products.
· Ensure all advisory and sales activities comply with regulatory and internal compliance guidelines.
· Stay updated with market trends, product updates, and regulatory changes.
· Provide regular updates and reports to the immediate supervisor as required.
Required Skills & Competencies
· Strong understanding of mutual funds, SIPs, insurance products, and basic financial planning concepts.
· Excellent communication and interpersonal skills with a client-centric approach.
· Target-driven mindset with strong relationship-building abilities.
· Ability to explain financial products in a clear and simple manner.
· Good analytical skills and attention to detail.
Job Type: Full-time
Pay: ₹15,000.00 - ₹40,000.00 per month
Experience:
- Financial services: 2 years (Preferred)
Work Location: In person
