Note: Attractive incentive structures
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.
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