Urgent Hiring financial consultant For Kolkata South Kolkata

Key Skills

finance Financial Consultancy team coordinator

Job Description

We are looking for a competitive Insurance consultant to generate new business by contacting potential customers. You will sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers portfolio. The goal is to build up strong positive relationships, to ensure growth attainment and increase our Company reputation.

Responsibilities

Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones

Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc

Evaluate business or individual customers needs and financial status and propose protection plans that meet their criteria

Work with clients to deliver risk management strategies that fit their risk profiles

Report the progress of monthly/quarterly initiatives to stakeholders

Maintain bookkeeping systems, database and records

Monitor insurance claims to ensure mutual satisfaction

Achieve customer acquisition and revenue growth objectives

Constantly update job knowledge and learn about new products and services
  • Experience0 - 6 Years
  • No. of Openings15
  • EducationHigher Secondary, Secondary School
  • Rolefinancial consultant
  • Industry TypeBanking / Financial Services / Stock Broking
  • Gender[ Male / Female ]
  • Job CountryIndia
  • Job TypeWork from Office
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