Motor and Heath Sales

Company Description mNivesh is one of the leading mutual fund distributors in India and consistently ranks among the top five in Delhi. Established in 2006, the company has built a strong track record of helping clients achieve their financial milestones through a diversified range of investment products. In addition to mutual funds, mNivesh offers access to stocks, insurance, fixed deposits, bonds, and debentures, providing comprehensive wealth management solutions. The organization currently manages approximately INR 450–475 crore in assets under management, primarily in mutual funds, and serves clients across the globe with consistent, high-quality service.

Role Description The Motor and Health Sales role at mNivesh is a full-time, on-site position based in Delhi, India. The individual in this role will focus on selling motor and health insurance products, identifying prospective clients, explaining policy features and benefits, and recommending suitable plans based on client needs and risk profiles. Day-to-day responsibilities include meeting clients, conducting follow-ups on leads, preparing and presenting quotations, assisting clients with application and documentation processes, and coordinating with insurers for policy issuance and renewals. The role also involves maintaining accurate sales records, achieving assigned targets, providing post-sales service, and supporting marketing initiatives and customer outreach activities undertaken by the company.

Qualifications

• Candidates should possess strong sales and negotiation skills, with the ability to convert leads into long-term client relationships.
• Candidates should possess customer service and communication skills, including clear verbal and written communication and active listening.
• Candidates should possess basic knowledge of motor and health insurance products, underwriting concepts, and regulatory guidelines.
• Candidates should possess analytical and problem-solving skills to assess client needs and recommend appropriate insurance solutions.
• Candidates should possess time management and organizational skills to handle multiple clients, follow-ups, and documentation efficiently.
• Relevant experience in insurance sales, financial services, or a related domain is preferred.
• A bachelor's degree in business, finance, commerce, or a related field is beneficial; professional certifications in insurance or financial planning are an advantage.
• Comfort with using basic computer applications and CRM or sales tracking tools is desirable.