Walk-in | Financial Services Consultant ( Sales Executive )

ICICI Prudential Life; Bengaluru; On-site; INR 240,000 - 360,000; Full time

Job summary

ICICI Prudential Life is seeking to recruit and onboard capable advisors across locations. You will train them on products, processes and selling techniques while assisting in lead generation, prospecting and business development.

Role requires ensuring advisors deliver appropriate financial solutions, meet monthly targets, and align selling with quality metrics. You will also be the first point of contact to address customer concerns and prevent fraudulent activities.

Qualifications

• Overall experience range: 0–5 years.
• Graduate freshers are eligible to apply.
• Experience in customer-facing roles in any industry is preferred; prior experience in life insurance is not mandatory.
• Candidates willing to be mobile and work across locations will be preferred.

Responsibilities

• Identify & recruit right quality advisors to build a strong advisor base.
• Provide training to advisors on products, business processes and selling techniques continuously.
• Provide assistance to advisors in lead generation, prospecting and business development.
• Ensure that advisors provide right financial solutions to customers as per need analysis and they adhere to required business processes and norms.
• Achieve the business target each month for generating new business and advisor recruitment.
• Ensure the selling through team of advisors is aligned to all business quality metrics.
• Be the first point of contact for the customer to authenticate the concerns raised and validate with authorities.
• Exercise due diligence at first level to prevent unauthorized/ fraudulent transactions.

Skills

Relationship management

Communication skills

Sales orientation

Product knowledge

Flexibility

Resilience

Networking ability

Digital/CRM tools

Education

Graduate degree

Job description

Role & responsibilities

• Identify & recruit right quality advisors to build a strong advisor base
• Provide training to advisors on products, business processes and selling techniques continuously
• Provide assistance to advisors in lead generation, prospecting and business development
• Ensure that advisors provide right financial solutions to customers as per need analysis and they adhere to required business processes and norms
• Achieve the business target each month for generating new business and advisor recruitment
• Ensure the selling through team of advisors is aligned to all business quality metrics
• Be the first point of contact for the customer to authenticate the concerns raised and validate with authorities
• Exercise due diligence at first level to prevent unauthorized/ fraudulent transactions

Candidates who are willing to be mobile and work across locations will be preferred.

Channel

Banca (Bancassurance)

Primary Lead Source

Partner banks branch walk-ins, existing bank customer base and bank branch staff referrals

How Leads Reach the FSC

Leads shared by bank branch staff / relationship managers at the partner bank branch the FSC is mapped to Agency

Primary Lead Source

Self-generated leads through the advisors / units personal and professional network

How Leads Reach the FSC

Sourced directly by the advisor / FSC through prospecting, referrals and networking, supported by the Unit Manager

Education & Experience

• Overall experience range: 0 – 5 years.
• Graduate freshers are eligible to apply.
• Experience in customer-facing roles in any industry is preferred; prior experience in the life insurance industry is not mandatory.
• Candidates who are willing to be mobile and work across locations will be preferred.

Skills & Competencies

• Relationship management and strong communication skills.
• Sales orientation with a drive to achieve and exceed targets.
• Product knowledge and ability to identify customer needs.
• Flexibility, resilience and networking ability.
• Basic proficiency with digital / CRM tools used for lead management.