Skywings Advisors Private Limited

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Financial Service Consultant

Ambala, Karnal, Kangra, Mandi, Shimla, Srinagar, Bathinda, Ludhiana, Pathankot, Meerut


KEY RESPONSIBILITIES :

A. Cross sell / Up sell

- Work on every lead allocated from HO team

- Identify financial goals of customers and provide financial planning assistance.

- Pitch products as per need of the customer

- Convert leads into new sale.

B. Customer Service/Retention through relationship management

- Establishing and strengthening relationship with allocated customer base

- Collection of due premium from customers

- Collection of additional document requirement related to reinstatement

- Receive and log complex service request of customers in system.

- Provide appropriate advice to customers to continue existing policies.

- Generate interest of the customer to buy another product post providing proper service.

Desired qualification and experience :

- Graduate in Management

- Must have a minimum of 1+ years experience.

- Experience in managing customer relationship

- Knowledge of Insurance sales and related processes

Experience 1 - 7 Years
Salary 1 Lac 50 Thousand To 3 Lac 50 Thousand P.A.
Industry Financial Services / Banking, Investments / Insurance / Stock Market / Loan
Qualification Other Bachelor Degree
Key Skills Financial Advisor financial consultant walk in


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