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

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 SourcePartner banks branch walk-ins, existing bank customer base and bank branch staff referrals
How Leads Reach the FSCLeads shared by bank branch staff / relationship managers at the partner bank branch the FSC is mapped to Agency
Primary Lead SourceSelf-generated leads through the advisors / units personal and professional network
How Leads Reach the FSCSourced 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.
• 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.