Insurance Advisor – Life & Health Insurance Are you passionate about helping people secure their financial future and well-being? Join us as an Insurance Advisor and play a key role in guiding individuals and families to make the right life and health insurance decisions. This is an exciting opportunity to build a rewarding career in financial advisory, backed by high-earning potential through attractive commissions . What You’ll Do Consult with clients to understand their financial goals, family needs, and insurance requirements. Recommend suitable life and health insurance policies that provide the right coverage and long-term benefits. Generate and follow up on leads through networking, referrals, and relationship building. Explain policy details clearly , ensuring clients understand benefits, terms, and claim processes. Assist clients with policy applications and renewals , ensuring smooth onboarding and servicing. Stay updated on insurance products and industry trends to provide the best advice. Who We’re Looking For Graduate (preferred) in any field – freshers and experienced professionals are welcome. Excellent communication and interpersonal skills . Strong sales aptitude with a customer-first mindset. Self-motivated, target-oriented, and eager to build long-term client relationships. Basic understanding of financial products (training will be provided). Compensation This is a commission-based role – the more clients you help, the more you earn. Top performers enjoy unlimited earning potential with lucrative incentives and rewards. Why Join Us? Be part of a growing financial advisory team with training and mentoring support. High growth opportunities – build your own client base, earn incentives, and progress into senior advisory roles. Make a meaningful impact by helping people secure their future. If you’re ambitious, driven, and ready to build a high-income career in insurance advisory , we’d love to meet you! 👉 Apply today and start your journey as a trusted Insurance Advisor!
Job Title: Relationship Manager – Investment Location: Motilal Oswal Financial Services Ltd (AP), GTB Enclave, Delhi Employment Type: Full-time About the Role: We are seeking a results-driven Relationship Manager to manage, acquire, and grow relationships with clients in the stock market investment and trading segment. The ideal candidate will combine strong communication skills with a passion for financial markets to deliver exceptional client service while expanding the firm’s client base. Key Responsibilities: Identify, acquire, and onboard new clients interested in trading and investments. Build and nurture long-term relationships with existing clients. Understand clients’ financial goals and recommend suitable investment solutions. Assist clients with account opening, KYC, portfolio setup, and trade execution. Coordinate with the research/advisory team to share timely market insights and opportunities. Monitor client portfolios and suggest appropriate rebalancing or strategies. Achieve monthly and quarterly targets for client acquisition and revenue growth. Maintain accurate records of client communications and transactions. Stay updated with market developments, products, and regulatory guidelines. Required Skills and Qualifications: Graduate, preferred in Finance, Commerce, Economics, or a related field. Sound understanding of equity, mutual funds, and derivatives. Excellent communication, persuasion, and relationship management skills. Self-motivated with a target-oriented mindset. NISM certification (preferred or must be obtained within 6 months). What We Offer: Attractive incentives and performance-based rewards. Continuous training and career growth in capital markets. Exposure to diverse investment products and client portfolios. Supportive environment with access to market research and advisory tools. Please share your CV at aakasharora@aakashonfinance.com.