3,311 D O Insurance jobs in India

Insurance Counsellor - Life Insurance

Mumbai, Maharashtra Skywings Advisors

Posted today

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Job Description

From 4 to 9 year(s) of experience
- ₹ Not Disclosed by Recruiter
- Mumbai, Mumbai (All Areas)**Roles and Responsibilities**We are hiring for Insurance counsellor - Life insurance.- Experience.**Senior Wealth RM's working with MNC Banks like CITI/Stancy or other private Banks**
**.**Excellent communication skills & should have Experienced in Portfolio management also.

**Life Insurance**
**knowledge and Sales experience.**

**Role & Responsibilites**
- To work closely with Planners of Bank, for improving the insurance penetration by providing technical assistance, knowledge of Insuranceproducts in the Industry & processes, also the selling skills as well as best industry practices. He would also be measured objectively fromtime to time as per the business requirements. The role, plays the influential part to improvise thesales and conviction of INM planners in Traditional Plans as a portfolio management tool along with Debt related instruments. This role
- demands high levels of knowledge in Life Insurance and its variants along with fair knowledge about the entire financial markets.IPEs have to interact with the stake holders of Bank and create the strategy to achieve the objectives
- Connecting with customers who are not met up with Advance/Premier Bank RM’s although these customers are mapped to the BankRMs
- Swiftly change the strategy based on the performance from week to week
- Should be demanding and influencing to reach the expected objectives
- Will be working closely with LI sales team mapped to Bank
- Will have dotted line reporting with the Regional Sales Manager- +91-XXX
.- Role:_Client Retention
- Salary:_ Not Disclosed by Recruiter
- Industry:_Insurance
- Functional Area:_Sales & Business Development
- Role Category:_Sales Support & Operations
- Employment Type:_Full Time, Permanent
- Key Skills- HNIMNCLife InsuranceNRIUltra HNIBankinginsurance counsellorpremierpriorityprivileageEducation

Does Not Matter

**Company Profile**:
SKYWINGS ADVISORS PRIVATE LIMITED
- We are recruitment firm,- Company Info- X- Contact Details+- Recruiter Name:_Archana
- Contact Company:_SKYWINGS ADVISORS PRIVATE LIMITED
- Telephone:_
+91-XXX
This advertiser has chosen not to accept applicants from your region.

Insurance Advisor - Life Insurance

Aurangabad, Maharashtra PRK CAPITAL

Posted today

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Job Description

**Job Title: Life Insurance Advisor**

**Location**: Aurangabad, Maharashtra

**Job Type**: Full-time/Part-time/Commission-Based

**Salary**: Commission and performance-based bonuses

PRK Capital is a leading service provider of life insurance solutions, dedicated to helping individuals and families protect their financial futures. We offer a wide range of products designed to meet the unique needs of our clients, including term life, whole life, and universal life insurance. We are currently seeking a highly motivated and customer-focused Life Insurance Advisor to join our growing team.

**Job Type**: Freelance
Contract length: 60 months

Pay: ₹25,000.00 - ₹100,000.00 per month

Schedule:

- Day shift

Supplemental Pay:

- Commission pay
- Performance bonus
- Quarterly bonus

Work Location: Remote
This advertiser has chosen not to accept applicants from your region.

Insurance Manager

Bengaluru, Karnataka r3 Consultant

Posted 1 day ago

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Job Description

Job Summary


We are looking for a motivated and results-driven Assistant Manager / Business Development Manager to drive life insurance sales through direct client engagement and field visits. The ideal candidate should have a strong sales background, experience in lead generation, and the ability to convert prospects into customers. This is a performance-oriented role that offers attractive incentives, allowances, and excellent career growth opportunities.


Key Responsibilities

  • Generate leads through field visits, cold calling, reference networks, and market activities
  • Conduct customer meetings to understand financial needs and recommend suitable life insurance products
  • Explain policy details, benefits, and premium options to clients and resolve their queries
  • Achieve monthly and quarterly sales targets and contribute to overall business growth
  • Maintain strong client relationships and ensure high levels of customer satisfaction
  • Coordinate with branch teams, operations, and underwriters to ensure smooth policy processing
  • Participate in marketing campaigns, roadshows, and customer engagement initiatives
  • Maintain timely records of all sales activities, leads, and customer interactions in CRM or reporting formats
  • Stay updated on market trends, competitor offerings, and regulatory guidelines

Required Skills & Competencies

  • Proven field sales experience (minimum 2 years) in life insurance, financial products, or similar sectors
  • Strong communication, negotiation, and interpersonal skills
  • Self-motivated with the ability to work independently and meet targets
  • Good understanding of life insurance products, customer needs, and regulatory compliance
  • Willingness to travel extensively for field visits and customer meetings
  • Basic computer literacy and familiarity with reporting tools or CRM systems

Qualifications

  • Bachelor’s degree in any discipline (Graduation is mandatory)
  • IRDAI certification preferred (can be obtained post-joining if not available)
  • Candidates with prior experience in insurance sales, agency, or banca channels will be preferred

What We Offer

  • Fixed salary up to ₹7 LPA (based on experience and performance)
  • Lucrative performance-based incentives and monthly/quarterly rewards
  • Travel and communication allowances
  • Professional development and career growth opportunities
  • Supportive team culture and sales enablement tools

Skills: reporting,crm familiarity,customer engagement,life insurance,regulatory compliance,negotiation,sales,basic computer literacy,field visit,communication,life insurance knowledge,interpersonal skills,insurance,field sales,incentives,lead generation

This advertiser has chosen not to accept applicants from your region.

Insurance Manager

Pune, Maharashtra r3 Consultant

Posted 1 day ago

Job Viewed

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Job Description

Job Summary


We are looking for a motivated and results-driven Assistant Manager / Business Development Manager to drive life insurance sales through direct client engagement and field visits. The ideal candidate should have a strong sales background, experience in lead generation, and the ability to convert prospects into customers. This is a performance-oriented role that offers attractive incentives, allowances, and excellent career growth opportunities.


Key Responsibilities

  • Generate leads through field visits, cold calling, reference networks, and market activities
  • Conduct customer meetings to understand financial needs and recommend suitable life insurance products
  • Explain policy details, benefits, and premium options to clients and resolve their queries
  • Achieve monthly and quarterly sales targets and contribute to overall business growth
  • Maintain strong client relationships and ensure high levels of customer satisfaction
  • Coordinate with branch teams, operations, and underwriters to ensure smooth policy processing
  • Participate in marketing campaigns, roadshows, and customer engagement initiatives
  • Maintain timely records of all sales activities, leads, and customer interactions in CRM or reporting formats
  • Stay updated on market trends, competitor offerings, and regulatory guidelines

Required Skills & Competencies

  • Proven field sales experience (minimum 2 years) in life insurance, financial products, or similar sectors
  • Strong communication, negotiation, and interpersonal skills
  • Self-motivated with the ability to work independently and meet targets
  • Good understanding of life insurance products, customer needs, and regulatory compliance
  • Willingness to travel extensively for field visits and customer meetings
  • Basic computer literacy and familiarity with reporting tools or CRM systems

Qualifications

  • Bachelor’s degree in any discipline (Graduation is mandatory)
  • IRDAI certification preferred (can be obtained post-joining if not available)
  • Candidates with prior experience in insurance sales, agency, or banca channels will be preferred

What We Offer

  • Fixed salary up to ₹7 LPA (based on experience and performance)
  • Lucrative performance-based incentives and monthly/quarterly rewards
  • Travel and communication allowances
  • Professional development and career growth opportunities
  • Supportive team culture and sales enablement tools

Skills: reporting,crm familiarity,customer engagement,life insurance,regulatory compliance,negotiation,sales,basic computer literacy,field visit,communication,life insurance knowledge,interpersonal skills,insurance,field sales,incentives,lead generation

This advertiser has chosen not to accept applicants from your region.

Insurance Underwriter

New Delhi, Delhi Smart Moves Consultants

Posted 2 days ago

Job Viewed

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Job Description

We are looking for a Non EB insurance manager for an Insurance Broking firm based in Delhi.


Job Role:


∙Overseeing underwriting & placements for assigned corporates.

To prepare RFQ and arrange the same from various insurance companies.

Placement of policy and after placement servicing including looking after claims Addition and deletion of employees in non EB Policies.

Preparing various reports required by the government Scrutinising claims

To service various corporates for claims and enrolment.

Coordinate agenda and prepared high-level notes and actions for team members

Manage all customer interactions, handling clients courteously to enhance satisfaction


Skill & other Requirements:


Education – Graduate/Post graduate in any stream

Additional qualifications in Insurance stream would be preferable

Sound product knowledge across all products – Property, Fire, Engineering

Ability to work independently and comfortable in engaging with CXOs of corporates

Self-driven, enthusiastic person with hunger to make it big.


CTC Offered upto 10 LPA

This advertiser has chosen not to accept applicants from your region.

Insurance & Taxation

Kolkata, West Bengal AmbujaNeotia Group

Posted 3 days ago

Job Viewed

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Job Description

Key Responsibilities:

1. Insurance Management

  • Coordinate and manage all insurance-related activities including new policy procurement, renewals, endorsements, and claim settlements.
  • Maintain and update the insurance register for all policies across the organization.
  • Follow up with insurance companies, brokers, and internal departments for timely issuance of policies and claim documentation.
  • Ensure accurate accounting entries for insurance premiums, claims received, and related provisions.


2. TDS Compliance

  • Timely deduction and deposit of Tax Deducted at Source (TDS) as per applicable laws.
  • Preparation and filing of TDS returns (Form 26Q, 27Q, etc.) within statutory deadlines.
  • Maintain proper records of challans, certificates, and reconciliations with Form 26AS.
  • Address vendor queries and ensure PAN compliance to avoid short deduction or disallowance.


3. Accounts Data Processing

  • Record and process day-to-day accounting transactions including invoices, payments, journal entries, and petty cash.
  • Assist in preparation of monthly reconciliation statements for banks, vendors, and ledgers.
  • Support month-end closing activities including accruals and provision entries.
  • Ensure timely and accurate documentation of all accounting records for audit purposes.


Key Skills & Competencies:


  • Sound knowledge of insurance policies, terms, and claim procedures.
  • Working knowledge of TDS provisions under the Income Tax Act and e-filing procedures.
  • Proficiency in accounting software (Tally ERP / SAP / or other ERP tools) and MS Excel.
  • Strong organizational and communication skills.
  • Ability to work under deadlines and maintain confidentiality.


Qualifications & Experience:

  • Bachelor’s degree in Commerce / Finance / Accounting or related field.
  • 2–4 years of relevant experience in insurance coordination, taxation, and accounting.
  • Familiarity with statutory compliance and audit requirements.
This advertiser has chosen not to accept applicants from your region.

Lending & Insurance

Bengaluru, Karnataka Ola

Posted 11 days ago

Job Viewed

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Job Description

Key Responsibilities:


  • Drive strategy, P&L, Business and Growth.
  • Build and manage partnerships with banks, NBFCs, and Lending Institutions.
  • Lead end-to-end product lifecycle – design, launch, and scale new lending & insurance products.
  • Monitor portfolio performance, risk management, and claims processes.
  • Collaborate with technology, risk, and operations teams to deliver seamless customer journeys.


Qualifications & Skills:


  • MBA/CA or equivalent with 6-10 years’ experience in lending/insurance/fintech/banking.
  • Strong understanding of retail lending and insurance distribution.
  • Proven track record of scaling financial products and managing P&L.
  • Excellent leadership, stakeholder management, and analytical skills.
  • Exposure to digital-first/fintech environments preferred.
This advertiser has chosen not to accept applicants from your region.
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Insurance Underwriter

New Delhi, Delhi Smart Moves Consultants

Posted today

Job Viewed

Tap Again To Close

Job Description

We are looking for a Non EB insurance manager for an Insurance Broking firm based in Delhi.

Job Role:

∙Overseeing underwriting & placements for assigned corporates.

To prepare RFQ and arrange the same from various insurance companies.

Placement of policy and after placement servicing including looking after claims Addition and deletion of employees in non EB Policies.

Preparing various reports required by the government Scrutinising claims

To service various corporates for claims and enrolment.

Coordinate agenda and prepared high-level notes and actions for team members

Manage all customer interactions, handling clients courteously to enhance satisfaction

Skill & other Requirements:

Education – Graduate/Post graduate in any stream

Additional qualifications in Insurance stream would be preferable

Sound product knowledge across all products – Property, Fire, Engineering

Ability to work independently and comfortable in engaging with CXOs of corporates

Self-driven, enthusiastic person with hunger to make it big.

CTC Offered upto 10 LPA

This advertiser has chosen not to accept applicants from your region.

Insurance & Taxation

Kolkata, West Bengal AmbujaNeotia Group

Posted today

Job Viewed

Tap Again To Close

Job Description

Key Responsibilities:

1. Insurance Management

  • Coordinate and manage all insurance-related activities including new policy procurement, renewals, endorsements, and claim settlements.
  • Maintain and update the insurance register for all policies across the organization.
  • Follow up with insurance companies, brokers, and internal departments for timely issuance of policies and claim documentation.
  • Ensure accurate accounting entries for insurance premiums, claims received, and related provisions.

2. TDS Compliance

  • Timely deduction and deposit of Tax Deducted at Source (TDS) as per applicable laws.
  • Preparation and filing of TDS returns (Form 26Q, 27Q, etc.) within statutory deadlines.
  • Maintain proper records of challans, certificates, and reconciliations with Form 26AS.
  • Address vendor queries and ensure PAN compliance to avoid short deduction or disallowance.

3. Accounts Data Processing

  • Record and process day-to-day accounting transactions including invoices, payments, journal entries, and petty cash.
  • Assist in preparation of monthly reconciliation statements for banks, vendors, and ledgers.
  • Support month-end closing activities including accruals and provision entries.
  • Ensure timely and accurate documentation of all accounting records for audit purposes.

Key Skills & Competencies:

  • Sound knowledge of insurance policies, terms, and claim procedures.
  • Working knowledge of TDS provisions under the Income Tax Act and e-filing procedures.
  • Proficiency in accounting software (Tally ERP / SAP / or other ERP tools) and MS Excel.
  • Strong organizational and communication skills.
  • Ability to work under deadlines and maintain confidentiality.

Qualifications & Experience:

  • Bachelor’s degree in Commerce / Finance / Accounting or related field.
  • 2–4 years of relevant experience in insurance coordination, taxation, and accounting.
  • Familiarity with statutory compliance and audit requirements.
This advertiser has chosen not to accept applicants from your region.

Lending & Insurance

Bengaluru, Karnataka Ola

Posted today

Job Viewed

Tap Again To Close

Job Description

Key Responsibilities:

  • Drive strategy, P&L, Business and Growth.
  • Build and manage partnerships with banks, NBFCs, and Lending Institutions.
  • Lead end-to-end product lifecycle – design, launch, and scale new lending & insurance products.
  • Monitor portfolio performance, risk management, and claims processes.
  • Collaborate with technology, risk, and operations teams to deliver seamless customer journeys.

Qualifications & Skills:

  • MBA/CA or equivalent with 6-10 years’ experience in lending/insurance/fintech/banking.
  • Strong understanding of retail lending and insurance distribution.
  • Proven track record of scaling financial products and managing P&L.
  • Excellent leadership, stakeholder management, and analytical skills.
  • Exposure to digital-first/fintech environments preferred.
This advertiser has chosen not to accept applicants from your region.
 

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