7 Ulip Jobs

Hi. Openings in Leading AMC Company, Job description (Direct Channel - B2C)- Hni / Retail Clients To promote all the product line of Mutual Fund FOR HNI CLIENT To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele RM Mutual Fund Sales Customer Engagement (HNI Clients) To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com

- ULIP plan sales -Recruit Insurance Managers/Mutual fund distributors -Manage the team of life Insurance Managers to do the ULIP Sales

Insurance Agency channel OR Mutual Fund background Must have built good Life Insurance advisor or Mutual Fund distributor base. No direct selling. Age: 25 to 35 years Qualification: Graduation & above Good communication skills 9320020421 Required Candidate profile HNI clients and sell ULIP products Continued training and motivating the team to drive ULIP business Attend joint field work and distributors No need for IRDA or Mutual Fund exam.

Role Overview We are seeking a highly motivated and customer-centric Sales Executive to join our in-house Direct-to-Consumer (D2C) sales team. The incumbent will be responsible for driving life insurance sales through tele-assisted channels, ensuring a seamless customer experience and strict adherence to internal and regulatory processes. This role is ideal for professionals with prior experience in online life insurance sales who are looking to grow within a digitally driven and performance-oriented environment. Key Responsibilities Conduct telephonic conversations with potential customers to understand their insurance needs and recommend appropriate solutions. Drive the end-to-end sales process, from lead engagement to policy issuance, through digital and tele-assisted modes. Ensure full compliance with internal guidelines and regulatory standards across all customer interactions and documentation. Maintain accurate and timely updates within the Lead Management System (LMS) for all assigned leads. Coordinate with cross-functional teams including underwriting, operations, and customer service to facilitate prompt policy issuance and resolution of queries. Stay up to date with new insurance products in the market and ability to perform benchmarking activities Candidate Requirements Experience: 1-3 years of experience in life insurance sales, preferably via online or D2C channels. Product Knowledge: Proficient in selling a broad range of life insurance products, including Term, ULIP, Savings, Retirement, and Money-back plans. Process Knowledge: Strong understanding of insurance sales workflows, policy documentation, and compliance requirements. Technical Proficiency: Comfortable working with Lead Management Systems and CRM tools.

Financial products knowledge is must (MF/FD/Gold/ULIPs etc.) Good communication skills (Hindi/English) Minimum 2-3 years of experience in Life Insurance(Policy Bazaar and other aggregators etc.)Role & responsibilities Develop and maintain strong, long-term client relationships Identify customer needs and recommend suitable products or services Meet and exceed sales targets through strategic account management Proactively follow up with prospects and convert leads into sales Handle negotiations and close sales deals effectively If intrested Then Kindly contact :- HR Vidya - 9607404867

Online digital sales : Ulip plans(mutual Fund) Some basic eligibility criteria are given below Graduate/Post-graduate Immigiate joiners only Financial products knowledge is must (MF/FD/Gold/ULIPs etc) Mini 2-3 yrs of exp in Life Insurance

Hi. Openings in Leading AMC Company, Job description (Direct Channel - B2C)- Hni / Retail Clients To promote all the product line of Mutual Fund FOR HNI CLIENT To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele RM Mutual Fund Sales Customer Engagement (HNI Clients) To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com