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Digital Family Office, Insurance Advisor, 2-8 yrs experience

  • Mumbai

Job ID : 2361

About Company

Digital family office with a team of over 12 CAs, CFAs, CFPs, and MBAs, serving more than 250 clients and managing ₹100 crore in AUM. The company acts as a personal wealth manager for all investment, insurance, tax, and other financial needs. The services include:

  • Goal-Based Financial Management
  • Risk Mitigation & Insurance Planning
  • Fixed Income Investment Advisory
  • Loan Management & Optimization
  • Cash Flow Management"

Job Description

Role and Responsibilities:
• Meeting with clients.
• Offering specialized financial guidance and advice.
• Completing financial needs analyses.
• Creating and explaining customized plans.
• Utilizing knowledge of tax investment strategies.
• Explain the products in motor, health and other retail insurance offerings


Ideal candidate:

• Bachelor’s degree in finance or similar.
• Strong number crunching skills to decomplex financial products
• Strong verbal and written communication skills.
• A professional appearance.
• On-going training in the latest products and benefits.
• Attendance at product launches and seminars.
• Working Knowledge in MS Office (Excel & PPT)

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Education Qualification

  • MBA/ PGDM (Master of Business Administration)
  • CA Drop out (Semi-qualified Chartered Acc)

Job Type

Full Time


  • No. Of Vacancy

  • Offered Salary

    3 .25 - 7 .50 Lac
  • Experience

  • Industry

    Private Equity (PE)/ Venture Capital (VC)

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