Bank Financial Advisor

A Financial Advisor at ICICI Prudential is responsible for acquiring customers, understanding their financial needs, and providing suitable life insurance and investment solutions. The role focuses on building long-term relationships, driving business growth, and maintaining high standards of customer service.

Key Responsibilities:

Identify and approach potential customers through various lead-generation activities.

Understand client financial goals and recommend suitable ICICI Prudential insurance and investment products.

Present and explain product features, benefits, and premium options.

Assist customers in completing policy documentation and ensuring smooth processing.

Maintain long-term relationships with clients to ensure policy renewals and additional sales.

Achieve monthly and quarterly sales targets set by the company.