Financial Service Consultant

Job Description

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.

Eligibility Qualifications:

Age between 21 30yrs

Graduation / Post Graduation

Good Communication Skills.

Should be good at creating and maintaining Relationships.

Ready to travel and do Field Work