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Financial Service Consultants


Supro Info Solutions Private Limited


Location

Delhi | India


Job description

Position Name: Financial Service Consultants
CTC: UP to 4.00LPA
Channel: Direct
Location: Delhi
Experience: 1 year of Life Insurance Experience/ CASA/ BFSI
100% lead provided by maxlife you need to lead convert into business.

Roles & Responsibility:
• Establishing and strengthening relationship with the allocated customer base.
• Ensure retention of his/her allocated' Book of Relations' (existing customer database).
• Act as single point of contact for customers for any customer walk-in/query/complaint.
• Identify financial goals of customers and providing financial planning assistance.
• Competition Analysis for giving professional advice to customer
• Fix self-appointments every day from the given customer database as per the campaign


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