Role & responsibilities
Identify & recruit right quality advisors to build a solid 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 recent 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.

📌 Walk In Financial Services Consultant Sales Executive Mangalore
🏢 ICICI Prudential Life
📍 Mangalore