Insurance Advisor
Equentis Wealth Advisory Services Pvt Ltd · Mumbai · onsite · Posted 34d ago
₹2.2L - ₹6.0L PA2–7 yrsfulltimeSourced from
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
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
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