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    Job · 18111121

    Equentis Wealth Advisory Services Pvt Ltd logo

    Insurance Advisor

    Equentis Wealth Advisory Services Pvt Ltd · Mumbai · onsite · Posted 34d ago

    ₹2.2L - ₹6.0L PA2–7 yrsfulltimeSourced fromNaukri

    About a minute. You'll make an account on the way through.

    About this role

    Roles and Responsibilities

    • Provide expert advice on insurance products to clients, ensuring their financial security and well-being.
    • Develop and maintain strong relationships with existing clients, identifying new business opportunities through upselling and cross-selling strategies.
    • Conduct thorough risk assessments to recommend appropriate insurance coverage options for individuals, families, or businesses.
    • Stay up-to-date with industry trends, regulations, and market developments to provide informed guidance to clients.
    • Collaborate with internal teams to resolve client queries and issues related to policy administration.

    Sourced from naukri

    Skills

    Fixed DepositsInvestment ProductsMutual FundsThird PartyTPPMFWealth ManagementBondsFDSalesEquity SalesInsuranceInvestment

    About Equentis Wealth Advisory Services

    Equentis Wealth Advisory Services Pvt Ltd logo

    Equentis Wealth Advisory Services Pvt Ltd

    Financial Services

    530

    employees

    2009

    17 years old

    Mumbai, Maharashtra

    India

    ₹7.1L PA avg

    Avg at Equentis Wealth Advisory Services

    ₹2.3L – ₹6L PA

    This role

    About

    Equentis Wealth Advisory offers non-discretionary equity investment guidance and research, addressing investor challenges of fear and greed in the equity market.

    Industries

    Financial Services

    Employee ratings

    10 reviews

    3.1/ 5

    Culture

    2.0

    Career growth

    1.8

    Work-life

    2.0

    Employees rate it well for

    Compensation & Benefits32Skill Development32

    Find them on

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    Insurance Advisor · waiting for your command