Financial Services Consultant ( Sales Executive )

Role & responsibilities

Role & responsibilities

• Identify & recruit right quality advisors to build a strong advisor base
• Provide training to advisors on products, business processes and selling techniques continuously
• Provide assistance to advisors in lead generation, prospecting and business development
• Ensure that advisors provide right financial solutions to customers as per need analysis and they adhere to required business processes and norms
• Achieve the business target each month for generating new business and advisor recruitment
• Ensure the selling through team of advisors is aligned to all business quality metrics
• Be the first point of contact for the customer to authenticate the concerns raised and validate with authorities
• Exercise due diligence at first level to prevent unauthorized/ fraudulent transactions

Candidates who are willing to be mobile and work across locations will be preferred.

Channel

Banca (Bancassurance)

Primary Lead Source

Partner banks branch walk-ins, existing bank customer base and bank branch staff referrals

How Leads Reach the FSC

Leads shared by bank branch staff / relationship managers at the partner bank branch the FSC is mapped to

Agency

Primary Lead Source

Self-generated leads through the advisors / units personal and professional network

How Leads Reach the FSC

Sourced directly by the advisor / FSC through prospecting, referrals and networking, supported by the Unit Manager

Interested candidates:

If you are interested in this opportunity, share your updated resume with us and visit our office directly for an interview.

send your updated CV/ Resume: [phone removed]

Important: Candidates attending the interview directly are requested to mention " Ranjeet - HR" on their resume.

Preferred candidate profile

• Overall experience range: 0 5 years.
• Graduate freshers are eligible to apply.
• Experience in customer-facing roles in any industry is preferred; prior experience in the life insurance industry is not mandatory.
• Candidates who are willing to be mobile and work across locations will be preferred.