Financial Service Consultant

3.00 to 8.00 Years Lucknow 19 Mar, 2024

Job Location	Lucknow
Education	Not Mentioned
Salary	Rs 2.0 - 4.0 Lakh/Yr
Industry	Insurance
Functional Area	Pre-SalesSales / BD
EmploymentType	Full-time

Job Description

ROLE: FINANCIAL SERVICE CONSULTANTJOB SUMMARYDirect customer service and sales to existing customers through relationship building. Customer leads will be provided bycompany.KEY RESPONSIBILITIESDrive Revenue through Cross sell / Up sell Focus on cross-sell && up-sell opportunity in every lead allocated from HO team Drive productivity measures like lead to conversion ratio. Exceed month on month revenue target&& collection target Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaignCustomer Service/Retention through relationship management Timely && effectively resolve service requests of customers. Drive renewal collection on allocated base. Ensure retention of his/her allocated Book of Relations (existing customer database). Establishing and strengthening relationship with the allocated customer base. Identify financial goals of customers and providing financial planning assistance.

Keyskills :
sparclife insuranceinsurance saleschannelagency sales

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Financial Service Consultant

Job Description

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