Insurance Team Lead

Greetings of the day,
Thanks for your time today, as discussed on call I am sharing you the JD for Insurance Profile.

Job description
Roles and Responsibilities

Meeting with clients.
Offering specialized financial guidance and advice.
Completing financial needs analysis.
Creating and explaining customized plans.
Utilizing knowledge of tax investment strategies.
Assessing clients' financial portfolios.
Analyzing clients' risk.
Encouraging clients to invest in the future.

Desired Candidate Profile

You should have a strong command of English and Hindi.
Preference would be given to those candidates who are from banking background experience.
Must have good knowledge in Insurance and good connections with agents.
Experience required 1-5 years.

Perks and Benefits

1. Chart a rapid career growth in a fast-paced start-up company.
2. Opportunity to be the core team member of the technology team.
3. Opportunity to work in an upcoming B2B2C Fintech start-up founded by IITians.
4. Stock options for high performers.
5. Health Insurance.
Location: HSR Layout, Sector-4, Bangalore
Notice Period: 1-15 days, Immediate Joiners
CTC: 3-8 LPA
Openings: 2
Relevant experience: 4-8 Years (Senior Profile)
Relevant Experience : 1-2 Years (Junior Profile)

Looking forward to hearing from you soon, any assistance would be needed. You can reach me out on the below contact details!