Role & responsibilities

- Understand customer needs and recommend suitable life insurance products to them

- Acquire new clients with the help of leads provided by the company and generate quality business revenue

- Actively cross/up sell products to the companys existing customers by identifying the customer needs

- Provide service to existing customers, solve their queries, concerns and ensure the quality of business is maintained consistently

- Generate fresh leads through cold calling and devise current ways of widening customer base for revenue generation opportunities

- Accept authority of application, complaints of the customers and responsible to take it forward with concerned team

- Exercise due diligence to prevent unauthorized/fraudulent transactions

Preferred candidate profile

- Sales drive and target orientation

- Relationship-building and networking skills

- Basic financial product knowledge

- Good communication in local language

- Ability to work in field-intensive roles

📌 Financial Services Consultant (Mumbai)
🏢 ICICI Prudential Life
📍 Mumbai