Financial Advisor

7 months ago


Navi Mumbai, India Transformatrix LLP Full time

Designation: Financial Advisor (Insurance Sales)

Location: Ghansoli ,Mahape - Navi Mumbai

Experience: 1-3 years

**Roles & Responsibilities**:

- Contact businesses and private individuals by telephone to promote services
- Should be able to explain the product and its benefits to the customers
- Resolving customer queries
- Customer follow up and feedback post initial interaction
- Record customer and transaction details and obtaining customer information
- Schedule appointments for sales staff to meet prospective customers

**Education and Experience**:

- Relevant work experience in sales, marketing, promotions or telemarketing

**Key Competencies**:

- Information gathering and management
- Persuasiveness
- Adaptability
- Initiative
- Negotiation skills
- High energy levels
- Self-motivation

**Salary**: ₹180,000.00 - ₹250,000.00 per year

Schedule:

- Day shift

Ability to commute/relocate:

- Navi Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelor's (preferred)

**Experience**:

- total work: 1 year (preferred)

License/Certification:

- IRDA License (preferred)

**Speak with the employer**
+91 8356998840


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