We are looking for a motivated Investment & Insurance Advisor to assist clients with investment and insurance products and help them choose suitable financial solutions.
Responsibilities
• Understand clients’ financial needs and requirements.
• Explain investment and insurance products clearly.
• Generate leads and develop new client relationships.
• Follow up with potential and existing customers.
• Assist clients with policy and investment-related queries.
• Achieve assigned sales and business targets.
• Maintain proper customer records and documentation.
• Provide regular support and service to clients.
Requirements
• Good communication and interpersonal skills.
• Basic knowledge of stock market, investments and insurance.
• Sales-oriented and target-driven approach.
• Freshers can apply; experience in sales/financial services is an advantage.
• Basic computer knowledge.
Key Skills
Sales | Communication | Customer Handling | Lead Generation | Investment Knowledge | Insurance Knowledge | Relationship Management