Personal Shopper | B.Sc Graduates | 3-4 Yrs Exp | Vadodara

Role Summary:
We are seeking a meticulous and client-focused Personal Shopper with 3-4 years of experience and a B.Sc degree to join our Vadodara team. In this role, you will be instrumental in guiding our clients through the selection and purchase of financial products, ensuring their needs are met with personalized solutions. You will act as a trusted advisor, simplifying complex financial choices and fostering long-term client relationships.

Key Responsibilities:
- Understand client financial goals and risk appetites through in-depth consultations.
- Research, compare, and recommend suitable insurance and investment products from a diverse portfolio.
- Educate clients on product features, benefits, and terms in a clear and concise manner.
- Assist clients with application processes, documentation, and policy issuance.
- Maintain strong client relationships by providing ongoing support and addressing queries.
- Stay updated on market trends, product innovations, and regulatory changes within the BFSI sector.
- Collaborate with internal teams to ensure seamless client onboarding and service delivery.
- Achieve individual and team sales targets while upholding the highest ethical standards.