Financial Services Consultant ( Sales Executive )

ICICI Prudential Life · Bengaluru

  • Experience0–5 yrs
  • SalaryDisclosed
  • Work modeonsite
  • Posted24 Sept 2026

About ICICI Prudential Life

ICICI Prudential Life is hiring in Bengaluru in insurance. This role looks for around 0+ years of experience.

Skills

  • bancassurance
  • lead generation
  • business development
  • due diligence

The role

A financial services sales officer at an insurance company recruits and trains advisors, develops bancassurance and agency business, and guides customers toward suitable financial solutions. The role applies lead generation and due diligence to support compliant sales through partner bank branches and advisor networks.

Full job description

Role & responsibilities

Role & responsibilities

Identify & recruit right quality advisors to build a strong advisor base

Provide training to advisors on products, business processes and selling techniques continuously

Provide assistance to advisors in lead generation, prospecting and business development

Ensure that advisors provide right financial solutions to customers as per need analysis and they adhere to required business processes and norms

Achieve the business target each month for generating new business and advisor recruitment

Ensure the selling through team of advisors is aligned to all business quality metrics

Be the first point of contact for the customer to authenticate the concerns raised and validate with authorities

Exercise due diligence at first level to prevent unauthorized/ fraudulent transactions

Candidates who are willing to be mobile and work across locations will be preferred.

Channel

Banca (Bancassurance)

Primary Lead Source

Partner banks branch walk-ins, existing bank customer base and bank branch staff referrals

How Leads Reach the FSC

Leads shared by bank branch staff / relationship managers at the partner bank branch the FSC is mapped to

Agency

Primary Lead Source

Self-generated leads through the advisors / units personal and professional network

How Leads Reach the FSC

Sourced directly by the advisor / FSC through prospecting, referrals and networking, supported by the Unit Manager

Interested candidates:

If you are interested in this opportunity, share your updated resume with us and visit our office directly for an interview.

send your updated CV/ Resume: 9731619463

Important: Candidates attending the interview directly are requested to mention " Ranjeet - HR" on their resume.

Preferred candidate profile

Overall experience range: 0 5 years.

Graduate freshers are eligible to apply.

Experience in customer-facing roles in any industry is preferred; prior experience in the life insurance industry is not mandatory.

Candidates who are willing to be mobile and work across locations will be preferred.