Insurance Agent / Advisor
BFSI, Investments & Trading
Salary Per Year:
INR 350,000 To 550,000
MBA/PGDM (Any Specialization)
2 to 7 Years
24 November 2021
Handling Team of 15+ FOCO Advisors & Driving Revenue from clients mapped to them on Equity, Derivatives, currency Markets.
Achieving the targets set for Team on Cross-selling of IP products like MF-SIPs, IAP, TGS, Insurance & PMS/ AIFs.
Creation of revenue & Activation of Inactive clients through effective Advisory Drive and Terminal Operations
Helping & training the Team to Handling Queries & complains of client's & solving it within TAT.
Achieving the targets set for Team on Acquiring new clients & retaining the old clients by periodic meetings.
Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
Monitoring, Motivating & enhancing FOCO Advisor's( Team) Advising skills through call tracking, weekly targets & meetings, con calls.
Visiting respective franchisee’s where FOCO advisors are placed
Daily/ Weekly & Monthly Review with BA’s along with FOCO advisors
Monthly Review with HO-Seniors
Desired Candidate Profile
Good communication skills & Knowledge of broking & operations knowledge.
Risk profiling of client along with technical and fundamental understanding.
Knowledge of trading applications, MS Office, PPT Preparation etc.
Team Leading Team Handling Leadership FOCO Advisors PMS MF SIP Equity Insurance Sales