Financial Advisor

Kaabil; Mumbai; On-site; INR 300,000 - 600,000; Full time

Job summary

A leading life insurance provider in India is seeking dynamic sales professionals to achieve sales targets and manage customer relationships. This role involves participating in performance reviews, adopting a need-based selling approach, and ensuring compliance with all procedures. A graduate with basic knowledge of the insurance industry and ownership of conveyance is required. Join us to be part of a recognized workplace that values customer-centricity and employee development.

Qualifications

• Graduate degree required.
• Basic knowledge of the insurance industry.
• Own conveyance is a must.

Responsibilities

• Achieve sales target on life insurance products.
• Participate in weekly/monthly meetings on performance review.
• Handle complaints in a timely manner.
• Develop new customer relationships through events.

Skills

Sales target achievement

Customer relationship management

Problem solving

Compliance adherence

Need-based selling

Complaint handling

Education

Graduate

Job description

Overview

Key accountability:

• Achieve sales target on life insurance products.
• Participate in weekly / monthly meeting on performance review with the Area Manager.
• Adopt a need based selling approach for product positioning with customer.
• Ensure quality follow up on leads from Telebase to ensure timely closure.
• Adhere to compliance & procedural obligations as per company laid out norms.
• Take active interest in self development needs and participate in technical, product and skills training.
• Owns the problem / process with the customer. Closes the loop.
• Meet customers to resolve issues where necessary.
• Handle complaints in a timely and professional manner.
• Host events for customers to develop new and long-term relationship.
• Attend training and keep abreast of product and service developments.

Reporting Manager

Area Manager

Qualification

Graduate

Experience

• Basic Knowledge of Insurance industry.
• Own Conveyance is must.

About the Company

We are one of the leading life insurance providers in India, making insurance simple. We offer a wide range of value-for-money, need-based life insurance and savings solutions. Established in 2006, we are a flagship company of Bharti Life Ventures Private Limited, a prominent business group in India with interests in telecom, agribusiness, and retail. With over 200 branches across India, we ensure accessibility and convenience for our customers. Customer-centricity is at our core, and we strive to deliver a hassle-free experience at every step of your insurance journey. Recognized as a Great Place to Work for four consecutive years, we foster a positive work environment. Visit our website to learn more: www.bhartiaxa.com