- Identify & recruit right quality advisors to build a strong 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 Source
Partner banks branch walk-ins, existing bank customer base and bank branch staff referrals
How Leads Reach the FSC
Leads shared by bank branch staff / relationship managers at the partner bank branch the FSC is mapped to
Agency
Primary Lead Source
Self-generated leads through the advisors / units personal and professional network
How Leads Reach the FSC
Sourced directly by the advisor / FSC through prospecting, referrals and networking, supported by the Unit Manager
Interested candidates
If you are interested in this opportunity, share your updated resume with us and visit our office directly for an interview.
send your updated CV/ Resume: (phone hidden)
Important: Candidates attending the interview directly are requested to mention " Ranjeet - HR" on their resume.
Preferred candidate profile
- 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.