Insurance Sales Executive

Job Description

About the Role We are seeking a proactive and client-focused individual to join our growing team at Mangalhari Consultancy. The selected candidate will be responsible for promoting and advising clients on suitable insurance policies and mutual fund investment options based on their financial goals and requirements. Key Responsibilities Engage with prospective clients to understand their insurance and investment needs. Provide detailed information on Life, Health, and General Insurance products. Recommend suitable insurance policies and assist in policy issuance, documentation, and renewals. Promote Systematic Investment Plans (SIPs) and goal-based mutual fund investments. Guide clients through the mutual fund onboarding process including KYC compliance. Schedule and coordinate follow-ups, meetings, and portfolio reviews. Maintain accurate records of client interactions and ensure timely service delivery. Candidate Requirements Strong communication and interpersonal skills. Passion for finance, insurance, or client servicing. Training will be provided. Ability to work independently and manage client relationships effectively. Proficiency in Hindi, Gujarati, and basic English. Familiarity with WhatsApp, email communication, and basic digital tools. Warm Regrads, Harsh Tayal Mangalhari Consultancy