Job Role: FSMAs a Financial Service Consultant in the Banca Channel, you will be responsible for engaging withcustomers through our banking partners to offer them personalized life insurance solutions tailored to theirfinancial needs.`

Build rapport and establish trust with customers through proactive communication, needs analysis,and personalized financial planning session Collaborate with our banking partners to identify and engage with potential customers

Job description: • Heading a team at Hyderabad Region covering AP, Telangana, Odisha. • Sale/ Purchase of Fixed income instruments and exchange of information with Institutional investors such as Cooperative Banks/DCCBs/Apex Banks, exempted Provident Fund / Pension / Gratuity trusts, NBFCs, Universities, Trusts and other institutions on their statutory & permitted investments. Job KRAs: New client acquisition, retention of existing clients, assessing requirement of clients for sale/ purchase of fixed income products. Travel required: Required to travel extensively in Telangana / Andhra Pradesh/ Odisha / Chhattisgarh / Madhya Pradesh. Location: Hyderabad. Age: Preferably below 45 years. Academic Qualification: • Post-graduate degree or diploma in Finance/ Marketing/ Business Management from a university or an institution recognized by the central government or any state government. Certification related to Financial Market by FIMMDA / NSE / NSDL / IIBF will be preferred. • Excellent communication skills. • Ability to lead and motivate a team. • Good Knowledge of MS Office (specifically Excel). Prior work experience (Desirable): 10-12 years in marketing of Fixed Income, Money Market and other Financial Products. Proficiency in local language will be preferred.

1. Lead Generation and Outreach: Make outbound calls to prospective customers and leads provided by the organization. Identify customer needs and recommend appropriate software training courses.2. Sales and Conversions: Provide detailed information about the training courses, fees, and benefits. Handle customer queries and objections effectively. Persuade potential customers to enroll in courses and achieve sales targets.3. Follow-Up: Follow up with leads and prospects to ensure a high conversion rate. Maintain a database of customer interactions and status updates.4. Customer Relationship Management: Build and maintain strong relationships with prospective and existing customers. Ensure customer satisfaction by addressing concerns and providing post-enrollment support.5. Market Knowledge: Stay updated on market trends and competitor offerings. Provide feedback to the marketing and product teams for improvement of course offerings.

Key ResponsibilitiesTicket Booking: Handle the booking of air tickets, train tickets, and other modes of transportation for students going abroad, ensuring the best rates and schedules.Travel Coordination: Work closely with travel agencies and airlines to arrange seamless travel plans, ensuring timely issuance of tickets and travel documents.Customer Support: Provide exceptional customer service to students and clients, assisting them with ticket inquiries, travel itineraries, and any changes in travel plans.Documentation: Ensure all travel documents, including flight tickets, boarding passes, and itineraries, are accurate and complete.Problem Resolution: Address any ticketing issues, cancellations, or modifications promptly, ensuring a smooth experience for students.Updates and Alerts: Keep clients informed of any flight changes, cancellations, or other important updates regarding their travel plans.Maintain Records: Keep accurate records of bookings, transactions, and payments, ensuring compliance with company policies and procedures.Collaboration: Coordinate with the team to ensure that all travel arrangements align with the students study abroad schedule and requirements.Skills & QualificationsRole & responsibilities Preferred candidate profile Perks and benefits

Roles and ResponsibilitiesManage relationships with existing clients to identify their financial goals and provide tailored insurance solutions.Develop new business opportunities through referrals, networking, and prospecting.Collaborate with internal teams to resolve client queries and issues in a timely manner.Meet or exceed monthly sales targets by selling life insurance products to customers.Stay updated on market trends, competitor activity, and regulatory changes to maintain expertise.

Proactively engage with potential customers through various direct marketing channels, including telephone calls, emails, SMS, and social media platforms, to generate leads and promote life insurance products.

This is a role for a Team Lead -Health Insurance located in Kochi .The Team Lead will be responsible for managing a sales team overseeing day-to-day sales operations providing customer service and utilizing communication skills to drive performance.