Insurance & Investment Advior_Thane

Position: Insurance & Investment Advisor
Location: Thane

Company Overview:

We take this opportunity to introduce our company M/s. Bonace, an ISO 9001: 2015 certified firm, mainly caters to Technical Manpower deployment to various reputed Companies for their project stage Third Party Inspection, Construction Supervision, Pre - Commissioning & Commissioning activities, Post Commissioning Maintenance in Mechanical, Process, Piping, Electrical & Instrumentation, Fire & Safety disciplines as well on shutdown (Turn around) management for the last 28 years.

Key Responsibilities:

Investment & Insurance Advisor
Experience: 2+ yearsLocation: Thane (HO)

We take this opportunity to introduce our company Bonace Engineers Pvt Ltd, an ISO 9001: 2015 certified firm, mainly caters to Technical Manpower deployment to various reputed Companies for their project stage Third Party Inspection, Construction Supervision, Pre - Commissioning & Commissioning activities, Post Commissioning Maintenance in Mechanical, Process, Piping, Electrical & Instrumentation, Fire & Safety disciplines as well on shutdown (Turn around) management for the last 28+ years.

Roles & Responsibilities:
Lead Generation Identify and connect with potential clients.End-to-End Insurance Processing Handle applications, renewals, payments & claims.Awareness Sessions Educate employees on insurance benefits.Content Creation Develop & share insights on insurance & financial planning.Financial Planning Support Assist with Mutual Funds, SIPs, Term Insurance.KYC & Compliance Ensure smooth verification processes.Customer Service Address queries, manage grievances & enhance experience.Reporting & Analysis – Maintain sales, calls & cashback reports.Market Research – Follow up on quotes, endorsements & industry trends.

Skills & Competencies:
Excellent Communication – Strong verbal & written skills.Detail-Oriented – Accuracy in processing and documentation.MS Office Proficiency – Excel, Word & PowerPoint knowledge.Customer-Centric Approach – Ability to influence & deliver top-notch service.

If interested kindly share your updated CV on [email protected]

Job Types: Full-time, Permanent

Pay: ₹9,336.08 - ₹40,000.00 per month

Benefits:

• Health insurance
• Provident Fund

Schedule:

• Day shift
• Fixed shift

Supplemental Pay:

• Joining bonus
• Performance bonus

Experience:

• total work: 1 year (Preferred)

Work Location: In person