Service Advisor Job Vacancies in 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 retentionStay 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.

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.

Minimum a Diploma Holder or a Degree. Worked Experience as Service Advisor Assistant will be a benefit.

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

Job DescriptionCustomize and integrate the Oracle Service Cloud for our customers using web development methodologies and oracle policy automation.Role: Oracle Service Cloud ConsultantSkills: 3-5 years of Cloud CRM solution expert knowledge / experience (Oracle/Right Now CX) Experience in implementing application solutions Must have strong analysis and troubleshooting skills. Experience in identifying, analysing and documenting Business Requirements Experience in establishing business process workflows in regards to Public / Agent facing UI. Technical experience in configuring Oracle/Right Now CX components Oracle Service Cloud Connect experience a plusIf Interested you can send your CVInterviews will be done on teams.will be remote till the pandemic ends

Roles & Responsibilities:You must oversee all aspects of the Visa and Immigration Service, ensuring that the process runs smoothly.You must interview all clients and deal with all applications face to face and by post to ensure that the client is suitable.You must oversee the completion of all relevant visa and immigration documents and ensure that they are received within the time limit set by the government.You must ensure that all of the information provided by the client is accurate and correct, preparing and checking all legal documents.You must prepare all fee quotes and any information required by clients, colleagues or authorities.You must maintain strong working relationships with all clients and colleagues.You must be able to help the client to obtain Visas, Green cards and other documentation required.You must take full responsibility of all Immigration issues and operations, remaining up to date with any changes to legislation.As the Visa and Immigration Consultant you may be required train some HR staff to enhance their understanding of immigration rules to help them to fulfill their roles to a high level.