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Insurance Team Lead

Marsha Babu's profile picture
Posted by Marsha Babu
1 - 6 yrs
₹3L - ₹8L / yr
Bengaluru (Bangalore)
Skills
Financial planning
Life insurance
Health insurance
Insurance management
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!
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Shubham Vishwakarma

Full Stack Developer - Averlon
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About PeopleProsper Technologies Pvt Ltd

Founded :
2018
Type :
Product
Size :
20-100
Stage :
Raised funding

About

At Kredily we are building the next generation platform to serve India's 45 million strong SMB segment. Our freemium model makes HR and Payroll accessible to everyone. The employee-first approach is the core of our disruptive monetisation model of offering financial products to the employees. By providing free HR and Payroll solution to the companies we want to democratise HR Tech and Fintech for Digital India. We are backed by a top VC fund, and have 18000+ companies registered on our platform in a short span of two years. We are a startup that offers an exciting opportunity to build a product that impacts the lives of millions of Indians.
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I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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