? Job Responsibilities ? Build and maintain robust relationships with clients. ? Understand clients’ financial goals and recommend suitable financial products. ? Promote and sell investment, insurance, savings, and other financial products. ? Generate leads through calls, references, networking, and other channels. ?? Conduct client meetings and explain financial products clearly. ? Achieve monthly and quarterly sales targets. ? Maintain regular follow-ups with existing and prospective customers. ? Complete required documentation and ensure proper compliance. ? Provide excellent customer service and support for long-term client relationships. ? Maintain accurate records of leads, sales, and client interactions.
📌 Financial Advisor (Bhubaneswar)
🏢 India First Life Insurance
📍 Bhubaneswar
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