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Finance Advisor Job Vacancies in Kozhikode

Financial Planning Advisor

PNB Metlife India Insurance Co.

  • 0 - 6 yrs
  • Palakkada Kozhikode
Investment Planning
MARKET LIFE INSURANCE PLANS
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Communication Skills Financial Product Knowledge Willingness to Travel Customer Service Excellence Prospecting & Networking Salesforce Consultant Financial Consultant
As a Financial Consultant , you will be responsible for promoting and selling a diverse range of financial products, including Equity, Currency, Mutual Funds, SIPs, Insurance, PMS, Bonds, Life & General Insurance, Home loans, etc. Key responsibilities include client prospecting, cross-selling to existing clients, providing excellent after-sales service, and ensuring overall client satisfaction. The role requires adaptability, strong time management, problem-solving skills, and a target-oriented approach. Successful candidates should demonstrate market awareness, technological proficiency, and a willingness to travel across different locations in Kerala.We have 15 vacant Financial Consultant (Sales) Jobs in Kochi/Cochin,Ernakulam,Palakkad,Trivandrum/Thiruvananthapuram,Calicut Suburb, Kozhikode,Communication Skills,Financial Product Knowledge,Willingness to Travel,Customer Service Excellence,Prospecting and Networking, for Freshers Educational Qualification : Other Bachelor Degree Skill Communication Skills,Financial Product Knowledge,Willingness to Travel,Customer Service Excellence,Prospecting and Networking etc.
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Sales Banking Insurance Loans Mutual Funds Advisors Financial Services Insurance Agent Field Executive Field Sales Walk in
Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredRESPONSIBILITIES & DUTIES Develop various sources of agent hiring & build a team of agent & agent pipe line Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Development of agent prospecting habits, calling habits and work habits Work with agent on planning and reviewing of activities and goals Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Improve agent productivity & retention Maintain the quality vectors of business including persistency and surrender
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