Mumbai
Full-Time
Junior: 1 to 3 years
Posted on May 23 2023

About the Job

Skills

Field Sales
Communication skills
Interpersonal Skills

About OneInsure:

OneInsure powered by Robinhood Insurance Broker Pvt. Ltd. is an IRDA-licensed Insurance Broking Firm that was founded in 2008. The Company has evolved as a highly respectable Customer Centric Broking Firm. We are focused at demystify the insurance business in India with advice from trusted insurance experts. Currently, ranked amongst the Top 3 Insurance Brokers in India. We operate nationwide with offices in 28 locations across India with 50+ branches.

www.oneinsure.com

Position: Investment Counsellor (Mutual Funds)

Department: Sales

Experience: 1+ Years

Education: Graduate or Above

Roles & Responsibilities:

·       The hired will be responsible for Driving sales through existing clients.

·       Conduct daily sales calls with prospective new clients and identify their needs.

·       Provide and develop solutions and suggest schemes to client’s basis their requirements and goal.

·       Providing end to end solution for the client’s wealth management needs.

·       Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions.

·       Establishing strong relationships and communication with clients.

Desired Profile:

·       Graduate or Above

·       Preference to NISM Certified candidates with experience in managing Retail/HNI

·       Should have a good understanding of wealth management products like Mutual funds, Insurance, Bonds, NPS etc.

·       Should have good market intelligence, about competition and market mapping etc.

·       Good communication & interpersonal skills are a must.

 

About the company

OneInsure is the online avatar of Robinhood Insurance Broker Pvt. Ltd., a leading IRDAI-licensed Insurance Broking Firm that was founded in 2008 by IIT and IIM alumni. OneInsure.com offers a comprehensive range of insurance products (life insurance and general insurance) from all leading insurance companies and is used for easy comparison and knowledge-sharing of products by thousands of custom ...Show More

Company Size

501-1000 Employees

Headquarter

Mumbai

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