Walk-in || Financial Services Consultant ( Sales Executive )

Role & responsibilities

• Understand customer needs and recommend suitable life insurance products.
• Work on leads assigned through the relevant channel (see Lead Sourcing by Channel below) to convert them into business.
• Acquire new clients and generate quality business revenue in line with assigned targets.
• Actively cross-sell / up-sell products to existing customers by identifying their evolving needs.
• Service existing customers resolve queries and concerns while maintaining consistent business quality.
• Build and maintain strong relationships with customers, partners or bank branch staff, depending on channel.
• Exercise due diligence to prevent unauthorized or fraudulent transactions.
• Maintain the highest standards of business quality and adhere to the compliance framework at all times.
• Be willing to be mobile and work across locations / territories as required.

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 advisor’s / unit’s 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

Education & Experience

• Overall experience range: 0 – 5 years.
• Graduate freshers are eligible to apply.
• Candidates with a B.Tech / M.Tech / BCA / MCA background must have a minimum of 2+ years of relevant work experience to be considered.
• 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.

Skills & Competencies

• Relationship management and strong communication skills.
• Sales orientation with a drive to achieve and exceed targets.
• Product knowledge and ability to identify customer needs.
• Flexibility, resilience and networking ability.
• Basic proficiency with digital / CRM tools used for lead management.