Financial Services Consultant

ICICI Prudential Life; Navi Mumbai, Mumbai; On-site; INR 350,000 - 520,000; Full time

Job summary

ICICI Prudential Life in Navi Mumbai is seeking a field sales professional to understand customer needs and recommend suitable life insurance products. You will acquire new clients and generate revenue using provided leads, and actively cross-sell to existing customers while solving queries to maintain service quality.

Key traits include strong relationship-building, target orientation, and good communication in the local language.

Qualifications

• Sales drive and target orientation.
• Relationship-building and networking skills.
• Basic financial product knowledge.
• Good communication in local language.
• Ability to work in field-intensive roles.

Responsibilities

• Understand customer needs and recommend suitable life insurance products to them.
• Acquire new clients with the help of leads provided by the company and generate quality business revenue.
• Actively cross/up sell products to the company's existing customers by identifying the customer needs.
• Provide service to existing customers, solve their queries, concerns and ensure the quality of business is maintained consistently.
• Generate fresh leads through cold calling and devise new ways of widening customer base for revenue generation opportunities.
• Accept authority of application, complaints of the customers and responsible to take it forward with concerned team.
• Exercise due diligence to prevent unauthorized/fraudulent transactions.

Skills

Sales orientation

Relationship building

Communication skills

Fieldwork

Financial product knowledge

Job description

Role & responsibilities

• Understand customer needs and recommend suitable life insurance products to them
• Acquire new clients with the help of leads provided by the company and generate quality business revenue
• Actively cross/up sell products to the companys existing customers by identifying the customer needs
• Provide service to existing customers, solve their queries, concerns and ensure the quality of business is maintained consistently
• Generate fresh leads through cold calling and devise new ways of widening customer base for revenue generation opportunities
• Accept authority of application, complaints of the customers and responsible to take it forward with concerned team
• Exercise due diligence to prevent unauthorized/fraudulent transactions

Preferred candidate profile

• Sales drive and target orientation
• Relationship-building and networking skills
• Basic financial product knowledge
• Good communication in local language
• Ability to work in field-intensive roles