The Money Mart
Website:
themoneymart.in
Job details:
Company Description
The Money Mart, formerly known as The Money Managers, has been supporting self-directed investors since 2011 with tools and guidance for informed financial decisions. Rebranded in October 2020, the firm offers a broad range of financial products including direct equity, mutual funds, portfolio management services, alternate investment funds, and various insurance solutions. Clients also benefit from fixed deposits, bonds, and will writing services, creating a comprehensive suite of wealth and protection options. The Money Mart emphasizes responsible investing and long-term financial success for its clients, making it a dynamic environment for professionals interested in finance and insurance.
Role Description
The Insurance Executive is a full-time, on-site role based in the Mumbai Metropolitan Region. This role involves advising clients on life, general, and health insurance solutions, assessing their coverage needs, and recommending suitable products from multiple providers. The Insurance Executive will handle policy issuance and servicing, support claims processes, and maintain accurate customer records. Day-to-day responsibilities include building and managing client relationships, responding to inquiries, coordinating with insurance partners and internal teams, and meeting sales and service targets. The role also requires keeping up to date with insurance regulations, product changes, and market developments to provide reliable, compliant guidance.
Qualifications
- Candidates should possess strong customer service skills and a client-focused approach.
- Candidates should possess solid insurance and insurance brokerage knowledge, including life, general, and health insurance products.
- Candidates should possess clear communication skills, both verbal and written, to explain complex information simply.
- Candidates should possess basic finance understanding to connect insurance solutions with broader financial planning.
- Relevant experience in insurance sales, advisory, or brokerage is preferred.
- Ability to work in a target-driven environment and manage multiple client relationships effectively.
- Proficiency with standard office software and CRM tools is beneficial.
- Undergraduate degree in finance, commerce, business, or a related field is preferred; relevant certifications in insurance are an advantage.
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