Insurance Advisor

Equentis Wealth Advisory; Mumbai; On-site; Full time

Job description

Roles and Responsibilities

• Provide expert advice on insurance products to clients, ensuring their financial security and well-being.
• Develop and maintain strong relationships with existing clients, identifying new business opportunities through upselling and cross‑selling strategies.
• Conduct thorough risk assessments to recommend appropriate insurance coverage options for individuals, families, or businesses.
• Stay up-to-date with industry trends, regulations, and market developments to provide informed guidance to clients.
• Collaborate with internal teams to resolve client queries and issues related to policy administration.