Financial Service Consultant - Thiruvananthapuram

Skywings Advisors Private Limited

0 - 1 Years
10 Openings
1.8 - 2.0 Lac/Yr
Posted today
Face-to-Face interview
Trivandrum/Thiruvananthapuram

Key Skills

Banca Bancassurance Sales Life Insurance

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Job Description

Key Responsibilities:

Identify client needs and provide tailored financial solutions across insurance, investment, and savings products.

Sell life, health, or general insurance policies based on client requirements.

Build a portfolio of clients through cold calling, networking, referrals, and existing databases.

Provide after-sales service, including policy servicing, renewals, and claims assistance.

Educate clients about various financial products, market trends, and regulatory updates.

Maintain accurate records of sales, leads, and customer interactions in CRM systems.

Meet or exceed monthly/quarterly targets for sales, revenue, and customer retention

Stay updated on insurance products, financial instruments, and competitor offerings.

Collaborate with internal departments like underwriting, claims, and customer service to ensure a smooth client experience.

Experience
0 - 1 Years
No. of Openings
10
Education
Any Bachelor Degree
Role
Financial Service Consultant
Industry Type
Banking / Financial Services / Stock Broking
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Face interview location
Kerala

About Skywings Advisors Private Limited

Skywings Advisors Private Limited is one of the leading companies based in New Delhi, Delhi operating in placement and recruitment industry. We are offering specialized services in all recruitment disciplines including Legal, Finance, IT, Sales & Marketing, Commercial, Health Care, automobile, Training & Education, Industrial & Warehouse & Construction, IT/Software, E-Commerce & Internet .rnrnWe strive to achieve the same level of understanding you have about your business. To Assuredjob.com that's paramount. But we also bring with us prodigious knowledge of recruitment practice and up to date assessment methods.