Financial Services Consultant

1 - 6 years

2 - 4 Lacs

Posted:18 hours ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

  • Generate life insurance business through assigned bank branches
  • Build and maintain strong relationships with bank staff and branch managers
  • Identify potential customers through the banks customer base
  • Conduct joint sales calls and customer meetings with bank employees
  • Train and motivate bank staff on life insurance products and sales processes
  • Achieve monthly and annual sales targets
  • Ensure proper documentation and adherence to compliance norms
  • Track sales performance and submit regular MIS reports
  • Provide post-sales support to customers for policy servicing
  • Participate in sales campaigns, contests, and promotional activities

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