Financial Advisor
2 months ago
Division: Lead Management System Financial Services
Designation: Financial Advisor (Insurance Sales)
Location: 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:
The candidate should be from a Financial background and has very good written and verbal communication skills
Candidate must be a graduate from any stream
Relevant work experience in sales, marketing, promotions or telemarketing
Candidates from banking and insurance background are preferable
Proficiency in relevant computer applications
Key Competencies:
Information gathering and management
Persuasiveness
Adaptability
Initiative
Negotiation skills
High energy levels
Self-motivation
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