Bank Financial Advisor

Star Union Dai-Ichi Life Insurance is hiring a Bank Financial Advisor in Kolkata Maidan, Kolkata. The pay goes up to ₹10,000/month. 10 candidates will be hired for this role.

In the employer’s words

Evaluate Risks And Determine Appropriate Insurance Coverage For Clients. Design And Implement Policies Tailored To Individual Or Business Needs. Handle Claims And Ensure Timely Settlements While Managing Customer Relationships.

Compensation

Compensation: ₹6,000 – ₹10,000 per month.

Requirements

• Open to freshers
• 12th Pass or equivalent
• Good knowledge of Compliance, Customer acquisition, MS Excel and Documentation
• Basic English
• Freshers can apply
• A detail-oriented, persuasive attitude

What the job involves

Here is what a typical day looks like:

• Cross-sell relevant financial products to existing customers
• Source and onboard customers for loans, accounts or insurance products.
• Comply with RBI/IRDAI guidelines and internal audit norms
• Explain product features, charges and terms transparently
• Manage collections and track overdue accounts

Job at a glance

• Work location: Kolkata Maidan, Kolkata, West Bengal
• Timings: 3 hours a day | Monday to Saturday | day shift
• Interview: 11:00 AM - 4:00 PM | Monday to Saturday
• Work type: Work from office
• Openings: 10
• Job type: Part time

Click Apply to send your profile to Star Union Dai-Ichi Life Insurance. It takes less than a minute.