Location : Calicut , Malappuram , Kochi
Salary : 10k - 12k
Qualification : Any Graduation (Preferably Commerce background)
• Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions.
• Conduct daily sales calling with prospective new clients and identify their needs.
• Provide wealth management service.
• Review existing client’s portfolio & provide necessary updates.
• Help achieve financial goals of the clients through various product lines like Life, Health & Vehicle Insurance.
• Update and cross sell products and services to existing clients and update them about the primary and secondary market trends
• Conduct activities i.e. conduct research and pitch to Corporates regarding NPS, group insurance and other upcoming schemes
• Strengthening business association with clients through excellent customer servicing and relationship.
• Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads.
• Maintain rapports with financial institutions.
• Applications are invited from FRESHER graduates
• Male & Female both can apply.
• No prior experience in financial industry is needed
• Good communication skill and pleasing personality