Finance Advisor Job Vacancies in Srikakulam

. BANCASSURANCE CHANNEL:A. Candidate would be responsible for handling branches of ICICI bankB. Handling walk-in customers of the bank including HNI (High Networking Individuals) and NRI (Non Residents of India)C. Asking or identifying their investment needs and providing solution with a suitable investment planD. Visiting customer for a presentation and help them for a suitable investment plan2. DIRECT MARKETING CHANNEL:A. Candidates would be responsible to work to work on leads provided by the companyB. Generating business from the leads & from the references.C. Organizing various activities & events for generating leads.D. On prior appointments, visit them for a presentation.3. AGENCY CHANNEL:A. Handling a team of financial advisors.B. With the help of seniors, providing them training with regards to various products and investment plans of the company.C. Coordinating and planning with them at every stage to enhance the business of the company.D. Visiting customers along with team.E. Understanding the need of the client/customer and providing information about the product which is suitable for them.

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

Complete off role job.Retaired employees are also eligible