Business Consultant
ICICI Prudential Life Insurance Company Limited
Responsible for understanding client requirements, providing financial guidance, managing customer relationships, and supporting business development initiatives. Focused on delivering suitable financial solutions and maintaining long-term client relationships.
Key Responsibilities:
* Understand customer financial needs, goals, and insurance requirements.
* Recommend suitable insurance and financial protection solutions based on client needs.
* Generate leads through customer outreach, referrals, and networking.
* Conduct client meetings and explain product features, benefits, and policy options.
* Follow up with prospective customers and convert leads into business.
* Build and maintain strong, long-term customer relationships.
* Achieve assigned sales and business development targets.
* Provide post-sales support and ensure customer satisfaction.
* Coordinate with advisors and internal teams for smooth business operations.
* Maintain accurate customer records and ensure proper documentation and compliance.
* Identify new business opportunities and contribute to branch-level business growth.
Key Skills:
* Customer Relationship Management
* Sales & Business Development
* Financial Needs Analysis
* Insurance & Financial Product Knowledge
* Lead Generation & Conversion
* Communication & Interpersonal Skills
* Negotiation & Persuasion
* Client Acquisition & Retention
* Presentation Skills
* Problem Solving
* Target Achievement
* Time Management & Follow-up
* Team Collaboration
* Customer Service