Adhere to prescribed call flow process and update system correctly Advice consumers on various aspects of Personal Finance as per profile diligently Perform need analysis to ensure the right financial products are recommended Encourage consumers to meet Service Providers and thereby generating leads. Fix appointments confirm the meeting schedule between Consumer and Service Provider Ensuring the Consumer is interested and is not being forced to meet the Service Provider Ensuring the credibility of the Company is not compromised Ensuring consumers are equipped with appropriate knowledge about avoiding banking frauds Every consumer to be treated with due respect without any differentiation Constantly upgrading yourself to ensure you provide the most up to date information to the consumers.
Core Responsibilities and Tasks:
Help consumer to improve their financial health knowledge by educating and explaining various pros and cons of financial products (e.g., insurance, investments, tax planning, etc.) Provide consumers with savings and protection guidance to plan for all of life’s circumstances, both expected and unexpected future. Enquire services or suitable solution consumer is looking for with time horizon, risk profile, and preferences Follow properly documented guidelines established by compliance and management team to understand the consumer and their needs. Arrange an appointment, qualify the need while collecting the necessary information for better service
Required skills: Excellent communication, interpersonal and appointment setting expertise Ability to influence people over a voice call Well organized with the ability to manage time effectively while managing multiple priorities Goal-oriented, work independently as well as function as part of a team Strong desire for performance-driven compensation and growing earnings potential Ability to think critically and use sound judgment when serving clients Required capabilities: Active Listening: You must be able to listen to and understand consumers’ financial needs. Critical Thinking: Use sound judgment when serving consumers to figure out how to help them and meet their expectation by proposing the right guidance. Verbal Communication: You must be able to clearly explain & provide financial advice to the consumer with a way which makes them feel comfortable Service Orientation: Ability to put the consumer first and a desire to help them to plan for the future is important. Value system: Possess a commitment to professionalism, honesty and a strong work ethic Interpersonal capability: Anticipate and manage objections from consumer and their concerns, as well as recommend plans to them in a constructive way.
Interview Type : Face to Face Interview, Telephonic Interview
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