
Calibre Investments
Delhi – www.calibreindia.com – 18/12/2021
Salary – 1.6 to 2.7 LPA
Job Title
Insurance Executive
Company Profile
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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.