Financial Service Consultant - Thiruvananthapuram

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

  Graduate

• 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