Financial Advisor @ Life insurance

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Financial Advisor

Life insurance
0 - 5 years
Kolkata
8 months ago
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Job Description

Responsibilities

* Client Relationship Management: Build and nurture strong, long-term relationships with clients through proactive engagement and needs-based selling.

* Needs Analysis: Conduct thorough financial needs analysis for clients to understand their unique circumstances, goals, and risk appetite.

* Product Consultation: Present and explain various life insurance products (e.g., term plans, endowment plans, ULIPs, retirement solutions) tailored to client requirements.

* Sales & Business Development: Actively generate leads, prospect new clients, and achieve sales targets.

* After-Sales Service: Provide ongoing support and excellent after-sales service to clients, ensuring policy persistency and client satisfaction.

* Market Intelligence: Stay updated on industry trends, competitor offerings, and regulatory changes.

* Professional Development: Continuously enhance product knowledge and sales skills through company-provided training and self-learning.

Job Classification

Industry: Insurance
Functional Area / Department: BFSI, Investments & Trading
Role Category: Life Insurance
Role: Insurance Agent / Advisor
Employement Type: Part time

Contact Details:

Company: Kotak Life Insurance
Location(s): Kolkata

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Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

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Life insurance

Capgemini is a global leader in partnering with companies to transform and manage their business by harnessing the power of technology. The Group is guided everyday by its purpose of unleashing human energy through technology for an inclusive and sustainable future. It is a responsible and diverse o...

Financial Advisor @ Life insurance

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