Financial Advisor

7 months ago


Mumbai Maharashtra, India CRUTZ LEELA Full time

**Division: Lead Management System - Financial Services**

**Designation**: Financial Advisor (Insurance Sales)

**Location**: 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:
communication skills
- 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

**Job Types**: Full-time, Permanent

**Salary**: ₹200,000.00 - ₹250,000.00 per year

**Benefits**:

- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus
- Yearly bonus

**Experience**:

- total work: 4 years (preferred)
- Fianance: 2 years (preferred)

Work Location: In person

**Speak with the employer**

+91 7378473775


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