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Risk Counsellor 


Risk Counsellor helps clients understand, plan, and manage their insurance portfolio with clarity and confidence.

The goal is not just to recommend policies — but to design tailored protection strategies that safeguard life, health, income, property, and business assets.

This course equips you with the expertise to become a trusted insurance advisor who delivers long-term financial security.

Admission Eligibility 

  • Minimum: Bachelor's degree (preferably in finance, accounting, economics, or a related field).

  • Acceptable: B.Com, BBA, B.Sc, Diploma in Finance, or equivalent qualification from a recognized institution

  • Candidates in the final year of graduation may apply, but degree completion is required before training starts

Course Duration

6 Months (Training + Practical Assignments + Case Studies)

Key Responsibilities You Will Master


✔ Risk Assessment

Learn to evaluate a client’s personal, professional, and business risks — including health, income, assets, and liabilities.

✔ Policy Planning

Understand how to recommend the right insurance solutions such as life, health, motor, travel, property, and business insurance.

✔ Claims Assistance & Support

Guide clients through the entire claims process for smooth, timely, and ethical settlement.

✔ Portfolio Review & Optimization

Perform regular policy reviews to keep coverage aligned with the client’s evolving needs and goals.

✔ Compliance, Transparency & Ethics

Educate clients on policy terms, conditions, exclusions, and help them make informed decisions with full clarity.

Course Fee: ₹24,999 Only

 

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