Financial Services Consultant

6 days ago


Delhi NCR New Delhi, India Centre For Investment Education And Learning Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Role & responsibilities

  • Liaise with bank branch staff and build effective relationships to maximize business opportunities
  • Provide training and support to bank staff on insurance products to help generate new business
  • Understand customer needs and recommend suitable life insurance products
  • Assist in revenue generation by enabling bank staff to sell insurance
  • Support bank staff in servicing existing customers and resolving queries
  • Ensure business quality and prevent unauthorized/fraudulent transactions
  • Preference for candidates willing to work across multiple locations.

Preferred candidate profile

  • High energy individuals with a passion for sales and achieving targets.
  • Willingness to work in a customer-facing role with adaptability for location mobility.
  • Good interpersonal and communication skills.


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