Financial Advisor

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