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

• Type of Job

  Full Time

• Work Location Type

  Work from Office