Financial Service Consultant @ GroupHR Consultants

Job Description

ROLE: FINANCIAL SERVICE CONSULTANT

JOB SUMMARY
Direct customer service and sales to existing customers through relationship building. Customer leads will be provided by
company.

KEY RESPONSIBILITIES

Drive Revenue through Cross sell / Up sell
Focus on cross-sell && up-sell opportunity in every lead allocated from HO team
Drive productivity measures like lead to conversion ratio.
Exceed month on month revenue target && collection target 
Competition Analysis for giving professional advice to customer
Fix self-appointments every day from the given customer database as per the campaign
Customer Service/Retention through relationship management
Timely && effectively resolve service requests of customers.
Drive renewal collection on allocated base.
Ensure retention of his/her allocated Book of Relations (existing customer database).
Establishing and strengthening relationship with the allocated customer base.
Identify financial goals of customers and providing financial planning assistance.

Employement Category:

+ View Contact

Keyskills:   sparc life insurance insurance sales channel agency sales sales