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, perks, 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 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 Kozhikode
🏢 ICICI PRUDENTIAL LIFE INSURANCE
📍 Kozhikode