Client Needs Assessment:

Conduct comprehensive evaluations of clients' financial situations, including income, assets, expenses, and liabilities, to understand their goals and risk tolerance.

Financial Planning

Develop and implement personalized financial plans that incorporate insurance, investments, and savings to meet clients' short-term and long-term goals.

Product Recommendation

Advise clients on appropriate insurance policies, investment products, and other financial services that align with their objectives and risk profile.

Client Relationship Management

Build and maintain strong relationships with clients by addressing their inquiries, handling objections, and providing ongoing support.

Sales & Business Development:

Proactively identify and pursue potential clients to grow and expand the client base, often by meeting or exceeding sales goals.

Compliance & Reporting:

Adhere to industry regulations, company policies, and compliance standards, such as anti-money laundering (AML) and know your customer (KYC) requirements.

Essential Skills

Financial Knowledge

In-depth understanding of financial markets, insurance products, investments, and economic principles.





Analytical Skills

Ability to analyze financial data, interpret complex information, and develop strategic solutions.

Communication Skills

Strong verbal and written communication skills to effectively present complex financial information and build rapport with clients.

Sales & Negotiation:

Proven ability to meet sales targets and negotiate financial transactions to achieve client outcomes.

Regulatory Awareness

Knowledge of and adherence to all relevant industry regulations and compliance guidelines.

Qualifications

Licensure

Hold the required licenses and certifications for the relevant financial or insurance categories, such as a life or general insurance license.

Education

A bachelor's degree in finance, economics, or a related field is often preferred, although specific requirements vary by company.

Experience

Prior experience in the financial services or insurance industry can or fresher can also apply

Pay: ₹25,000.00 - ₹30,000.00 per month

Benefits

- Adaptable schedule

Work Location: In person

📌 Sales Advisor (Lucknow)
🏢 ABC CONSULTANTS
📍 Lucknow