Calibre Investments

Delhi – – 18/12/2021

Salary – 1.6 to 2.7 LPA

Job Title

Insurance Executive

Company Profile

  • We are an organisation specialising in Personal Financial Management. Our model is to serve from the front and we take full responsibility for our efforts. We consider continuous and in-depth research as a key factor for success.

    We offer a progressive planning practice that differentiates itself by being disciplined, well researched and profitable. We are a privately owned company and therefore core decisions regarding our processes and practices start at the grassroot level; ensuring that all angles are covered in the decision making process.

Job Profile & Responsibilities

  • Promote sales of various insurance products at Calibre Investments.
  • Work closely with the investment team to assess the insurance needs of clients and prospects.
  • Create and follow sales strategies for insurance business.
  • Remain updated on the salient features of all insurance products marketed by Calibre Investments, and maintain proper records of the same.
  • Maintain records of all transactions done in both offline and online modes.
  • Ensure the availability of all required forms of all types of insurance products.
  • Follow up on insurance applications submitted, and keep the clients updated on their status.
  • Ensure that the insurance process is smooth and error-free.
  • Assist clients in their claim process as and when required.
  • Maintain online and offline files of clients.
  • Coordinate with the respective insurance companies as and when required.
  • Increase the client base by generating prospects for conversion.

Preferred Qualifications

  • Graduate or Post Graduate.
  • CWM is preferred.

Desired Candidate Profile

  • This is an entry level position.
  • Freshers can apply.
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