- Identify & recruit right quality advisors to build a strong advisor base
- Provide training to advisors on products, business processes and selling techniques continuously
- Provide assistance to advisors in lead generation, prospecting and business development
- Ensure that advisors provide right financial solutions to customers as per need analysis and they adhere to required business processes and norms
- Achieve the business target each month for generating new business and advisor recruitment
- Ensure the selling through team of advisors is aligned to all business quality metrics
- Be the first point of contact for the customer to authenticate the concerns raised and validate with authorities
- Exercise due diligence at first level to prevent unauthorized/ fraudulent transactions
Candidates who are willing to be mobile and work across locations will be preferred.
Channel Banca (Bancassurance)
Primary Lead SourcePartner banks branch walk-ins, existing bank customer base and bank branch staff referrals
How Leads Reach the FSCLeads shared by bank branch staff / relationship managers at the partner bank branch the FSC is mapped to Agency
Primary Lead SourceSelf-generated leads through the advisors / units personal and qualified network
How Leads Reach the FSCSourced directly by the advisor / FSC through prospecting, referrals and networking, supported by the Unit Manager
Education & Experience
- Overall experience range: 0 - 5 years.
- Graduate freshers are eligible to apply.
- Experience in customer-facing roles in any industry is preferred; prior experience in the life insurance industry is not mandatory.
- Candidates who are willing to be mobile and work across locations will be preferred.
Skills & Competencies
- Relationship management and strong communication skills.
- Sales orientation with a drive to achieve and exceed targets.
- Product knowledge and ability to identify customer needs.
- Flexibility, resilience and networking ability.
- Basic proficiency with digital / CRM tools used for lead management.