AA CONSULTANTS

Indore, Madhya Pradesh

Roles and responsibilities:-Meet customers to sell all financial products.-Meet & counsel Walk -in & DSA customers who have been referred to him / her.Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.-Obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale.-Communicate the necessary details to the customers for the products being bought by them.-Ensure sale is completed through / in line with the defined sales process.-Maintain product mix across types of loans / value of loans (Eqt., Housing, etc.)and appropriate open market share for all products (PAR / ULIP / Non Par). -Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM representatives).-Closely monitor the HL data of the HL executives mapped to maximize the business opportunities.-Ensure maximum joint calls with each HL executive mapped.-Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy, etc.)-Ensure that all documents are properly scanned and there are no mistakes while lead updating in the system.-Be completely aware of the products being offered by the company and understand competition offering to be able to handle customer objections.-Be updated with the latest product features to enhance his / her selling abilities-Ensure all desired matrix and business composition (persistency, funded, non-funded, etc.) are met.

Responsibility : Implement new digital Personal Loans launches on our Pro platform. Establish product specifications & write PRDs. Work closely with the Technology team to develop best-in-class experience for the various stakeholders. Work closely with lending partners to manage product launches and ongoing interactions to develop a profitable portfolio. Direct experience of handling Product or Business profile for Personal Loans in a leading Bank / NBFC Exposure to Digital processes and working with digital partners will be a clear advantage Excellent written and oral communication skills