Financial Service Sales Associate

4,000 - 50,000 /month*

Aditya Birla Sun Life Insurance Company Limited

Pitampura, Delhi

₹45,000 incentives included

0 - 1 years Experience in Field Sales

30 Openings

Incentives included

Full Time

Job Highlights

Graduate and above

All genders

09:00 AM - 06:00 PM | 6 days working

Smartphone, Internet Connection, PAN Card, Aadhar Card, Bank Account

Job Description

*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*:Strong 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

Other Details

It is a Full Time Field Sales job for candidates with 0 - 1 years of experience.

More about this Financial Service Sales Associate job

What is the eligibility criteria to apply for this Financial Service Sales Associate job?
Ans: The candidate should be Graduate and above and above with 0 - 1 years of experience of experience
How much salary can I expect for this job role?
Ans: You can expect a salary of ₹4000 - ₹50000 per month + Incentives that depends on your interview. It's a Full Time job in Delhi.
How many working days are there for this Financial Service Sales Associate job?
Ans: This Financial Service Sales Associate job will have 6 working days.
Is it a work from home job?
Ans: No, it’s not a work from home job and can't be done online.
How many openings are there for this Financial Service Sales Associate role?
Ans: There is an immediate opening of 30 Financial Service Sales Associate at Aditya Birla Sun Life Insurance Company Limited
Who can apply for this job?
Ans: Both Male and Female candidates can apply for this Field Sales job.
What are the timings of this Financial Service Sales Associate job?
Ans: This Financial Service Sales Associate job has 09:00 AM - 06:00 PM timing.