Business Consultant | ICICI Prudential Life Insurance

Responsible for understanding client requirements, providing financial guidance, managing customer relationships, and supporting business development initiatives. Focused on delivering suitable financial solutions and maintaining long-term client relationships.

Key Responsibilities

Understand customer financial needs, goals, and insurance requirements.

Recommend suitable insurance and financial protection solutions based on client needs.

Generate leads through customer outreach, referrals, and networking.

Conduct client meetings and explain product features, benefits, and policy options.

Follow up with prospective customers and convert leads into business.

Build and maintain strong, long-term customer relationships.

Achieve assigned sales and business development targets.





Provide post-sales support and ensure customer satisfaction.

Coordinate with advisors and internal teams for smooth business operations.

Maintain accurate customer records and ensure proper documentation and compliance.

Identify recent business opportunities and contribute to branch-level business growth.

Key Skills

Customer Relationship Management

Sales & Business Development

Financial Needs Analysis

Insurance & Financial Product Knowledge

Lead Generation & Conversion

Communication & Interpersonal Skills

Negotiation & Persuasion

Client Acquisition & Retention

Presentation Skills

Problem Solving

Target Achievement

Time Management & Follow-up

Team Collaboration

- Customer Service

📌 Business Consultant (India)
🏢 ICICI Prudential Life Insurance Company
📍 India