Walk-in || Financial Services Consultant

MEGA WALK-IN DRIVE

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 " Premkumar - HR" on their resume.

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 inside bangalore as required.

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 inside bangalore will be preferred.