C
- Experience
- Any
- Salary
- INR 20,000 – INR 40,000 / month
- Openings
- 1
- Posted
- 3 weeks ago
- Work mode
- In office
- Resume
- Required to apply
Where you'll work
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Job description
Job Overview
As a Financial Advisor at Crescent Affiliates collaborating with Tata AIA Life Insurance, you will play a pivotal role in assisting individuals and families to comprehend their financial protection and investment requirements. You will offer tailored recommendations of life insurance policies that fit their needs.
Key Responsibilities
- Develop and sustain strong, trust-based relationships with clients.
- Generate prospective client leads through various channels.
- Conduct consultative meetings to understand client goals and present appropriate plans.
- Provide continuous support and service to clients post-sale.