Insurance Advisor

Job Title: Insurance Advisor / Insurance Relationship Manager Location:On-site, Chandni Chowk, Old Delhi Experience:1–2 years Employment Type:Full-timeAbout Us We are a financial services firm focused on providing structured, research-backed solutions across insurance, investments, equity, PMS, broking, algo trading, and risk management. Our approach is advisory-led, compliant, and client-centric, serving HNIs, professionals, and long-term investors.Role Overview We are looking for motivatedinsurance advisorswho can understand client needs, recommend suitable insurance solutions, and build long-term client relationships. The role involves advisory selling, portfolio reviews, and end-to-end client servicing across life, health, and general insurance products.Key Responsibilities Understand client risk profile, financial goals, and insurance requirements Advise clients onLife, Health, and General Insuranceproducts Conduct insurance need analysis and portfolio reviews Explain policy features, benefits, exclusions, and claim processes clearly EnsureIRDAI complianceand proper documentation Assist clients during policy issuance, renewals, and claims Build and manage long-term client relationships Cross-sell and up-sell insurance solutions responsibly Coordinate with insurers and internal teams for smooth executionEligibility & Skills Graduate/postgraduate (Finance preferred) IRDAI license (mandatory or willingness to obtain) 1–2 years of experience in insurance advisory/sales Strong understanding of insurance products and regulations Good communication and client-handling skills Ethical, advisory-first approach (no mis-selling) Ability to work with targets and performance metricsPreferred Profile Experience working with HNI / retail clients Background in financial services, broking, or wealth management Existing client book (added advantage)What We Offer Fixed salary + performance-based incentives Structured product training & compliance support Long-term career growth in advisory & wealth management Professional and transparent work environmentHow to Apply Share your resume atinfo@for more details.

Apply Now