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 : Robust 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: ₹20,000.00 - ₹40,000.00 per month

Work Location: In person

📌 Sales Advisor (Lucknow)
🏢 Future Consulting
📍 Lucknow