Company Description Rovera Finance is a trusted investment banking and financial services firm based in Bhopal, India. With core expertise in the unlisted securities market, listed equities, IPOs, mutual funds, insurance, and wealth advisory, Rovera Finance offers a comprehensive range of financial solutions. We are committed to delivering expert financial guidance and building long-term relationships with our clients. Our professional team ensures quality service, helping clients achieve their financial goals effectively. Role Description This is a full-time, on-site role based in Bhopal for an Insurance Representative. The Insurance Representative will handle insurance sales, provide advice on insurance products, and build strong customer relationships. The role includes assessing client needs, offering tailored insurance solutions, maintaining accurate records, and working collaboratively with the team to achieve sales and service targets. Qualifications Proficiency in Insurance Sales, Insurance, and Insurance Brokerage Solid understanding of Finance and related financial products Strong Customer Service skills with an ability to build relationships effectively Excellent communication and interpersonal skills Ability to work well in a team-oriented environment A Bachelor's degree in Finance, Business Administration, or a related field is preferred Prior experience in the insurance or financial services industry is an advantage
In this role as an Insurance Representative at Rovera Finance, a trusted investment banking and financial services firm based in Bhopal, India, you will be responsible for insurance sales, providing advice on insurance products, and fostering strong customer relationships. Your main tasks will include assessing client needs, offering personalized insurance solutions, maintaining accurate records, and collaborating with the team to meet sales and service targets. Key Responsibilities: - Conduct insurance sales and provide advice on insurance products - Assess client needs and offer tailored insurance solutions - Maintain accurate records of client interactions and transactions - Collaborate with team members to achieve sales and service targets Qualifications Required: - Proficiency in Insurance Sales, Insurance, and Insurance Brokerage - Solid understanding of Finance and related financial products - Strong Customer Service skills with an ability to build relationships effectively - Excellent communication and interpersonal skills - Ability to work well in a team-oriented environment - A Bachelor's degree in Finance, Business Administration, or a related field is preferred - Prior experience in the insurance or financial services industry is an advantage,