Financial Services Consultant (Sales)
Job Summary
To help bank staff to generate Life Insurance leads while conducting banking transactions
- Minimum Qualification: Bachelor
- Experience Level: Entry level
- Experience Length: 1 year
Job Description/Requirements
- Help bank staff to generate Life Insurance leads while conducting banking transactions
- Responsible for closure of sales leads
- Support Branch Managers to drive life insurance business
- Share knowledge about life insurance products to bank staff
- Provide data on various parameters of sales of Life Insurance to Branch Managers
- Closely work with bank sales & service team to answer any customer-related queries, and service the claims
- Establish and maintain positive relationships with prospects and existing clients
- Involve actively in all joint promotional activities by the bank and insurance company
- Any Graduate preferably in Business, Economics and Banking
- Minimum 2 years of working experience in Banks, Insurance or any related industry in Sales

