Insurance Advisor

• Portfolio Management: Monitor and manage client investment portfolios, making adjustments as necessary to align with clients' risk tolerance and financial goals.

• Client Relationship Management: Build and maintain strong relationships with clients, ensuring high levels of satisfaction and trust. Provide ongoing support and updates on their investment performance.

• Compliance and Reporting: Adhere to regulatory requirements, maintaining proper documentation and record-keeping. Prepare and present financial reports to clients.

• Market Research: Stay updated on market trends, economic factors, and changes in regulations that may impact client portfolios and investment strategies.

• Continuing Education: Pursue ongoing professional development, including obtaining relevant certifications and attending industry conferences/workshops.

Qualifications:

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.

• Proven experience as a financial advisor or in a related financial services role.

• Strong understanding of financial products, investment strategies, and market trends.

• Excellent interpersonal and communication skills with the ability to build trust and rapport with clients.

• Strong analytical and problem-solving abilities.

  
  

• It is a Full Time Sales / Business Development job for candidates with 0 - 6 months of experience.

More about this Insurance Advisor job

1. What is the eligibility criteria to apply for this Insurance Advisor job?
   Ans: The candidate should be 12th Pass and above and above with 0 - 6 months of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹12000 - ₹20000 per month that depends on your interview. It's a Full Time job in Noida.
3. How many working days are there for this Insurance Advisor job?
   Ans: This Insurance Advisor job will have 6 working days.
4. Are there any charges applicable while applying or joining this Insurance Advisor job?
   Ans: No, there is no fee applicable for applying this Insurance Advisor job and during the employment with the company, i.e., EMROLD MANAGEMENT SERVICES PRIVATE LIMITED.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Insurance Advisor role?
   Ans: There is an immediate opening of 30 Insurance Advisor at EMROLD MANAGEMENT SERVICES PRIVATE LIMITED
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Sales / Business Development job.
8. What are the timings of this Insurance Advisor job?
   Ans: This Insurance Advisor job has 09:00 AM - 06:00 PM timing.