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 robust, 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 new 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 (Kozhikode)
🏢 ICICI Prudential Life Insurance Company
📍 Kozhikode