- Manage relationships with existing clients to identify their financial goals and provide tailored investment solutions.
- Identify new business opportunities through networking, referrals, and market research to expand the client base.
- Develop and maintain a deep understanding of various investment products such as mutual funds, bonds, equities, etc. to offer expert advice to clients.
- Meet or exceed monthly sales targets by selling insurance products and services that meet customer needs.
Job Requirements :
- 1-20 years of experience in banca or related field (insurance industry).
- Robust knowledge of banking products and services including insurance policies.
- Proven track record in building strong relationships with clients through effective communication skills.