Achieve performance targets by bringing clients through the advice process.

Develop client relationships with new and existing clients.
Establish and develop relationships with staff in supporting organisations.
Provide professional best advice in developing clear financial plans for new and existing clients.
Adhere to strict risk management procedures.

Identify financial requirements and develop explicit financial plans for new and existing clients in relation to a range of retail products.

Ensure that the highest level of customer service is provided on a consistent.

Develop relationships with current and existing clients in line with targets.

Ensure full compliance with all relevant company policies, procedures and legal and regulatory requirements
Strong business development element to this role - generation of current leads/client relationships is key.

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

Benefits:
Adaptable schedule

Work Location: In person

📌 Insurance Manager Lucknow
🏢 ABC CONSULTANTS
📍 Lucknow