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28/04 Tanya
Entrepreneur at SSV HR Services

Views:9 Applications:7 Rec. Actions:Recruiter Actions:0

Telesales Role - Life Insurance/Mutual Funds (1-3 yrs)

Mumbai/Navi Mumbai/Thane Job Code: 157277

The VRM would act as a Relationship Manager for the existing customers and is expected to engage with the customer to build a long-term relationship with them along with upselling the group's of financial products to them.

Profile : Relationship Manager

Product : Mutual Funds/Banking Financial Services / Life Insurance

Number of Vacancies : 30

Qualification : Any Graduate / Post Graduate

Skill : Good Communication & Interpersonal

Experience : Should have 1 year of experience in Outbound Telesales/RM/Tele channel relationship management in BFSI Experience preferred.

Job Role :

- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.

- Answering client questions about financial plans and strategies and giving financial advice.

- Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.

- Implementing financial plans or referring clients to professionals who can help them.

- Managing and updating client portfolios.

Salary : 3.50 Lac + PF +Medical Facilities + Gratuity + Attractive Incentives

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