Insurance Executive

JK Capital

0 years

3 - 4 Lacs

Hyderābād

Posted:3 months ago| Platform: GlassDoor logo

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Skills Required

strategies networking communication upselling crm collaborative learning scaling

Work Mode

On-site

Job Type

Full Time

Job Description

About Us:

We are a dynamic wealth creation firm helping individuals and businesses build and manage wealth through personalized financial strategies. From mutual funds to alternative investments, we focus on long-term value creation and trusted advisory.

Key Responsibilities:

Identify and onboard new clients through networking, cold calling, and client referrals
Pitch wealth creation solutions including mutual funds, insurance, PMS, and other financial products
Build and nurture long-term relationships with clients by understanding their financial goals
Maintain regular communication with existing clients for upselling and cross-selling
Track and achieve monthly/quarterly sales targets
Stay updated on industry trends, product knowledge, and market developments
Maintain accurate records of leads, conversions, and client feedback using CRM tools

Ability to understand client needs and offer suitable investment products
Basic understanding of mutual funds, insurance, and capital markets
Excellent communication and interpersonal skills

What We Offer:

Performance-based incentives and bonuses
A collaborative and entrepreneurial work environment
Continuous learning opportunities and product training
Opportunity to grow with a fast-scaling wealth advisory firm

Job Types: Full-time, Permanent

Pay: ₹25,000.00 - ₹35,000.00 per month

Schedule:

Day shift

Supplemental Pay:

Performance bonus

Language:

English (Preferred)

Work Location: In person

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