Insurance Advisor

10,000 - 30,000 /month

Axis Max Life Insurance Company Limited

Work from home

0 - 6 years Experience in Telesales / Telemarketing

10 Openings

Work From Home

Part Time

Skills Required

Domestic Calling

Wiring

Communication Skill

Job Highlights

Sales Type: Health/ Term Insurance

12th Pass and above

All genders

6 days working | Flexible Shift

Job Description

A *Financial Advisor in banking*

*Core Roles & Responsibilities*

*1. Client Relationship Management*

- Understand customer’s financial goals, income, risk appetite, and life stage

- Build long-term trust and act as primary point of contact for all financial needs

- Regular portfolio reviews and updates based on life changes

*2. Financial Planning & Advisory*

- Create personalized financial plans: savings, investments, tax, retirement

- Advise on asset allocation across FDs, RDs, mutual funds, bonds, PPF, NPS

- Guide on loan products: home loans, personal loans, education loans, credit cards

*3. Product Sales & Targets*

- Recommend suitable bank/third-party products: insurance, demat, mutual funds, PMS

- Meet monthly/quarterly targets for AUM, CASA, loans, and fee income

- Ensure products match customer profile - no misselling

*4. Risk Profiling & Compliance*

- Conduct risk assessment before suggesting any investment

- Follow RBI, SEBI, IRDAI guidelines and internal bank compliance

- Maintain proper KYC, documentation, and disclosures

- Explain risks clearly - no guaranteed return promises

*5. Portfolio Monitoring*

- Track client investments and suggest rebalancing when needed

- Keep clients updated on market changes, interest rate shifts, new products

- Flag underperforming investments and suggest alternatives

*6. Cross-selling & Revenue Generation*

- Identify opportunities to deepen banking relationship

- Promote digital banking, net banking, mobile apps for convenience

- Help bank grow CASA deposits, fee income, and third-party revenue

Other Details

It is a Part Time Telesales / Telemarketing job for candidates with 0 - 6 years of experience.

More about this Insurance Advisor job

What skills and experience do you need for this Insurance Advisor job?
Ans : To apply for this Insurance Advisor job, candidates should have skills like Domestic Calling, Wiring, Communication Skill along with 0-6 years of experience.
What salary is offered for this Insurance Advisor job?
Ans : The salary for this Insurance Advisor job ranges between ₹10,000-₹30,000 per month.
What shift and timings does this job follow?
Ans : This Insurance Advisor job follows a Flexible shift.
Can this job be done remotely?
Ans : Yes, this job can be done remotely as it is a work from home job.
How many vacancies are there for this Insurance Advisor job?
Ans : There are 10 vacancies for this Insurance Advisor role.
Is this job open for all genders?
Ans : Yes, this Insurance Advisor job is open for both male and female candidates.
What does the role of Insurance Advisor involve?
Ans : As a Insurance Advisor, your work will involve skills like Domestic Calling, Wiring, Communication Skill. This role is part of Telesales / Telemarketing category.
What is the job location for this position?
Ans : The job location for this Insurance Advisor position is Mylapore, Chennai.
Who is the right fit for this Insurance Advisor job?
Ans : A candidate having skills like Domestic Calling, Wiring, Communication Skill with 0-6 years of experience is the right fit for this Insurance Advisor job.
What makes this Insurance Advisor job a good opportunity?
Ans : This Insurance Advisor job is a good opportunity as it offers a salary between ₹10,000-₹30,000 per month. This is a Part Time job and has 10 openings.