Financial Service Consultant Banking

Year    KL, IN, India

Job Description

Job Title: Financial Service Consultant - Banca Channel

Company: Leading Life Insurance Company

Location: Kerala, India

Job Type: Full-Time

Industry: Life Insurance

Experience Level: Minimum 1 Year (Sales/Insurance Preferred)

Work collaboratively with partner bank branches to generate leads and engage customers.

Build strong customer relationships through proactive communication and personalized financial planning.

Conduct client meetings and follow-ups to promote suitable life insurance products.

Educate customers on life insurance benefits and financial planning strategies.

Cross-sell and upsell insurance and financial products based on customer needs.

Stay informed on market trends and insurance industry updates.

Maintain high standards of customer service and achieve monthly/quarterly sales targets.

Qualifications :

Bachelor's degree in any stream

Minimum 1 year of experience in sales; experience in insurance/banking preferred.

Strong communication, negotiation, and interpersonal skills.

Knowledge of life insurance products, financial planning, and market dynamics.

Ability to build rapport with a diverse customer base and drive consultative sales.

Job Types: Full-time, Permanent

Pay: From ?35,000.00 per month

Benefits:

Cell phone reimbursement Health insurance Paid sick time Provident Fund
Ability to commute/relocate:

Kochi, Kerala: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):

Do you have experience letters for all your previous jobs? Is your age below 30?
Education:

Bachelor's (Required)
Experience:

sales: 1 year (Required)
Willingness to travel:

75% (Required)
Work Location: In person

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Job Detail

  • Job Id
    JD4475360
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    KL, IN, India
  • Education
    Not mentioned
  • Experience
    Year