Designation: Financial Consultant & Bussiness Development Officer.
Department: Financial Planning & Client Relationship Management
Monthly Fixed Payout: ₹15,600 – ₹80,000
Role Description:
Responsible for providing comprehensive financial protection solutions, conducting client needs assessments, and facilitating the implementation of appropriate life insurance and long-term financial security plans. The role encompasses client portfolio development, financial product advisory, relationship management, business acquisition, and policy servicing.
Key Responsibilities:
Conduct financial needs analysis and recommend suitable protection and savings solutions.
Develop and maintain a robust client portfolio through strategic networking and relationship management.
Facilitate policy acquisition, documentation, premium servicing, and client onboarding.
Provide professional guidance on risk mitigation, family financial security, and long-term wealth preservation.
Achieve prescribed business development objectives while ensuring adherence to applicable regulatory and corporate compliance standards.