Financial Advisor (Mumbai)

Financial Advisor (Mumbai)

13 Aug
|
ICICI Prudential Life Insurance Company
|
Mumbai

13 Aug

ICICI Prudential Life Insurance Company

Mumbai

Company Description
ICICI Prudential Life Insurance Company Limited is one of India’s leading private sector life insurance providers. The company offers a wide range of solutions, including term plans, wealth plans, child education plans, and retirement plans, designed to help customers secure their families and meet long-term financial goals. ICICI Prudential Life is recognized for its innovative products and strong customer commitment, with offerings such as the iProtect Smart Life Cover Plan being voted “Product of the Year 2016” in the life insurance category. Over the years, the company has earned numerous awards and maintained a notable position in the life insurance industry, supported by the trust of its customers.

Role Description
The Financial Advisor role at ICICI Prudential Life Insurance Company Limited is a full time, on-site position based in Mumbai. The Financial Advisor will meet with prospective and existing clients to understand their financial goals, risk profiles, and protection needs, and recommend suitable life insurance and investment solutions.



The role involves explaining product features and benefits, preparing financial proposals, completing documentation, and ensuring compliance with regulatory and internal guidelines. Day-to-day responsibilities include generating leads, building and maintaining long-term client relationships, conducting regular portfolio reviews, and providing after-sales support to enhance customer satisfaction. The Financial Advisor will collaborate with internal teams to stay updated on product changes, market trends, and sales campaigns to achieve personal and team targets.

Qualifications
- Strong customer relationship management and client service skills, with the ability to build trust and communicate complex financial concepts clearly.
- Solid understanding of financial planning principles, life insurance products, and investment solutions, or willingness to learn these domains quickly.
- Effective sales and

📌 Financial Advisor (Mumbai)
🏢 ICICI Prudential Life Insurance Company
📍 Mumbai

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