Financial Service Consultant

Job Description

Position

Deputy Manager

No. of Positions

Department

CAT

Function

Loyalty

Reporting to

Branch Manager

Band

5B

Location

Bangalorw

Comp.

Key Responsibilities:

  Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones

  Contact potential clients and create rapport by networking, cold calling, using referrals etc

  Appraise the wishes and demands of business or individual customers and sell the suitable protection plans

  Collect information from clients on their risk profiles in order to offer them the proper solution

  Prepare reports to shareholders on the success of your business endeavors

  Retain continuous awareness of transactions, sales and terms and keep relative records

  Check insurance claims to solidify trust and safeguard reputation

  Frequently replenish job-specific knowledge and apply it on the field

  Fulfill all company-established policy obligations

Requirements and skills

  Proven experience as an Insurance Sales Representative

  Good comprehension of insurance plans including automobile, fire, life, property, medical etc.

  Ability to work with computers and understand and interpret standard statistical findings

  Goal-oriented

  Excellent skills in communication and presentation

  Experience in delivering client-focused solutions and in creating long-lasting relationships

Essential qualifications and experience:

  Certifications in Financial markets Like - AMFI / CFP

  Minimum 2 Yrs. of experience of direct channel

Competence required:Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers

Job Description

Position

Deputy Manager

No. of Positions

Department

CAT

Function

Loyalty

Reporting to

Branch Manager

Band

5B

Location

Bangalorw

Comp.

Key Responsibilities:

  Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones

  Contact potential clients and create rapport by networking, cold calling, using referrals etc

  Appraise the wishes and demands of business or individual customers and sell the suitable protection plans

  Collect information from clients on their risk profiles in order to offer them the proper solution

  Prepare reports to shareholders on the success of your business endeavors

  Retain continuous awareness of transactions, sales and terms and keep relative records

  Check insurance claims to solidify trust and safeguard reputation

  Frequently replenish job-specific knowledge and apply it on the field

  Fulfill all company-established policy obligations

Requirements and skills

  Proven experience as an Insurance Sales Representative

  Good comprehension of insurance plans including automobile, fire, life, property, medical etc.

  Ability to work with computers and understand and interpret standard statistical findings

  Goal-oriented

  Excellent skills in communication and presentation

  Experience in delivering client-focused solutions and in creating long-lasting relationships

Essential qualifications and experience:

  Certifications in Financial markets Like - AMFI / CFP

  Minimum 2 Yrs. of experience of direct channel

Competence required:Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers