- ? Job Responsibilities
- ? Build and maintain solid 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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