Financial Service consultant

Skywings Advisors Private Limited

KEY RESPONSIBILITIES :

A. Cross sell / Up sell

- Work on every lead allocated from HO team

- Identify financial goals of customers and provide financial planning assistance.

- Pitch products as per need of the customer

- Convert leads into new sale.

B. Customer Service/Retention through relationship management

- Establishing and strengthening relationship with allocated customer base

- Collection of due premium from customers

- Collection of additional document requirement related to reinstatement

- Receive and log complex service request of customers in system.

- Provide appropriate advice to customers to continue existing policies.

- Generate interest of the customer to buy another product post providing proper service.

Desired qualification and experience :

- Graduate in Management

- Must have a minimum of 1+ years experience.

- Experience in managing customer relationship

- Knowledge of Insurance sales and related processes

Experience : 1 - 7 Years

No. of Openings : 5

Education : Professional Degree, Any Bachelor Degree, MD/Medicine Doctor

Role : Financial Service consultant

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India