The Financialist logo

Insurance Associate in Mumbai

0 years

0 Lacs

mumbai metropolitan region

Posted:1 month ago| Platform: Linkedin logo

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Skills Required

reporting analyze management reports analysis research support documentation service collaboration finance planning model

Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities

  • MIS & Reporting: Prepare, maintain, and analyze Management Information System (MIS) reports for insurance business performance.
  • Policy Renewals: Track and manage timely renewals for various insurance products, ensuring seamless customer experience.
  • Product Analysis: Evaluate and compare different insurance products (Term, Health, Travel, Motor, etc.) to identify the most suitable options for clients.
  • Quotations & Proposals: Prepare accurate quotations, proposals, and comparisons for clients.
  • Market Research: Stay updated on industry trends, product features, and regulatory changes to provide insights.
  • Client Support: Coordinate with clients for documentation, queries, and service requests related to insurance policies.
  • Cross-Team Collaboration: Work closely with wealth advisors and relationship managers to provide insurance solutions as part of holistic financial planning.
About Company: The Financialist is strategically backed by Zerodha. We are building India's best Personal Finance & Wealth Management platform. We deliver comprehensive financial planning services aimed at enhancing clients' financial planning needs. Our team comprises Chartered Accountants, Chartered Financial Analysts, and Investment Bankers who are committed to providing unbiased financial advice. We adhere to a strict "No Commission, No Brokerage" policy, ensuring that our recommendations prioritize clients' best interests. Our subscription model is designed to align with clients' income levels, making our services accessible to a broad audience.

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The Financialist

Financial Media

New York

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