Stock Marketing & Insurance Advisor

We are looking for a motivated Investment & Insurance Advisor to assist clients with investment and insurance products and help them choose suitable financial solutions.

Responsibilities

• Understand clients’ financial needs and requirements.

• Explain investment and insurance products clearly.

• Generate leads and develop new client relationships.

• Follow up with potential and existing customers.

• Assist clients with policy and investment-related queries.

• Achieve assigned sales and business targets.

• Maintain proper customer records and documentation.

• Provide regular support and service to clients.

Requirements

• Good communication and interpersonal skills.

• Basic knowledge of stock market, investments and insurance.

• Sales-oriented and target-driven approach.

• Freshers can apply; experience in sales/financial services is an advantage.

• Basic computer knowledge.

Key Skills

Sales | Communication | Customer Handling | Lead Generation | Investment Knowledge | Insurance Knowledge | Relationship Management

• It is a Full Time అమ్మకాలు / వ్యాపార అభివృద్ధి job for candidates with 2 - 5 years of experience.