Financial Service Consultant
- Career Catch Solutions
- 15 Positions
- Bengaluru
- 1 month ago
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Job Description
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Position: Relationship Manager / Financial Services Consultant (Banca Channel)
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Core Objective: To drive life insurance sales by building relationships with bank staff and converting bank customers into insurance policyholders.
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Reporting to: Sales Manager or Area Manager.
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Lobby Management: Engaging with walk-in customers at the bank branch, identifying their financial needs, and pitching suitable insurance products.
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Lead Conversion: Following up on leads generated by bank staff (Tellers, Branch Managers, etc.) and converting them into sales.
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Partner Engagement: Training bank employees on new product launches, insurance concepts, and helping them identify potential prospects within their portfolios.
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Joint Calls: Going on field visits or client meetings along with bank officials to close high-value deals.
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After-Sales Service: Handling customer queries, helping with the documentation process, and ensuring smooth policy issuance and renewals.
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Target Achievement: Meeting monthly and quarterly sales targets set by the company.
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Education: Graduate in any stream (MBA is often preferred for faster growth).
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Experience: 1-4 years experienced pros typically come from BFSI or sales backgrounds.
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Age Limit: Usually between 22 to 30 years.
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Key Skills:
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Communication: Fluency in English and the local language.
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Sales Acumen: Ability to handle rejections and close deals.
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Relationship Building: Ability to influence and work alongside bank staff who aren't your direct reports.
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Mobility: Willingness to travel within the assigned territory/branches.
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Role Overview
Key Responsibilities
The role is broadly divided into Sales, Relationship Management, and Compliance:
Candidate Profile & Requirements
Employement Category:
Employement Type: Full timeIndustry: InsuranceRole Category: Sales / BDFunctional Area: Not SpecifiedRole/Responsibilies: Financial Service ConsultantContact Details:
Company: Career Catch SolutionsLocation(s): Bengaluru
Keyskills: direct sales client relationship management banking products bfsi sales quotas sales
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