Insurance Advisor

Job Title: Insurance Advisor / Insurance Relationship ManagerLocation: On-site, Chandni Chowk, Old Delhi Experience: 1–2 years Employment Type: Full-timeAbout UsWe 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 OverviewWe are looking for motivated insurance advisors who 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 ResponsibilitiesUnderstand client risk profile, financial goals, and insurance requirementsAdvise clients on Life, Health, and General Insurance productsConduct insurance need analysis and portfolio reviewsExplain policy features, benefits, exclusions, and claim processes clearlyEnsure IRDAI compliance and proper documentationAssist clients during policy issuance, renewals, and claimsBuild and manage long-term client relationshipsCross-sell and up-sell insurance solutions responsiblyCoordinate with insurers and internal teams for smooth executionEligibility & SkillsGraduate/postgraduate (Finance preferred)IRDAI license (mandatory or willingness to obtain)1–2 years of experience in insurance advisory/salesStrong understanding of insurance products and regulationsGood communication and client-handling skillsEthical, advisory-first approach (no mis-selling)Ability to work with targets and performance metricsPreferred ProfileExperience working with HNI / retail clientsBackground in financial services, broking, or wealth managementExisting client book (added advantage)What We OfferFixed salary + performance-based incentivesStructured product training & compliance supportLong-term career growth in advisory & wealth managementProfessional and transparent work environmentHow to ApplyShare your resume at info@ for more details.

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