Financial Service Advisor jobs in Pimpri Chinchwad (Pune) - Rojgari Placements Pvt. Ltd

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  • Job View 20 Views
  • Applicants Less than 5 Applicants
  • 2020-10-16 2021-04-16

Job Description

To monitor closely the HL data and cross sell insurance (HDFC Life and Non Life), fixed deposits and other products as introduced by the company to home loan customers of HDFC Sales

? To source open market business too and achieve the targets assigned

? To be completely aware of the products being offered by the company and understand competition offering and handle customer objections

? To ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options

? Relationship building with the Home Loan Executives to which he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed

? To build a relationship with the customer so that he/ she is able to cross sell other product offering basis the need of the customer, thereby managing the entire account of customer. FSA to ensure to source customers family details, other general insurance details, other loan details etc.

? To be in sync and work together with the partner representatives

? Understanding the joint ownership of the customer at the time of servicing etc.

? To ensure timely renewal of the business sourced

? To ensure appropriate processes defined are being followed and undergo the training and certification for being compliant towards selling of various products (insurance, mutual funds etc.)

? To always be well groomed and his sales kit should be organized and complete

? To maintain company first attitude and be respectful in attitude towards other fellow colleagues, seniors, partners etc.

Candidate Eligibility:

1. The candidate must be

thanks

Ms. Jiya patel

Key Skills

Industry

Banking / Financial Services / Stock Broking

Functional Area

Financial Services / Banking, Investments / Insurance / stock market / Loan

Number of Vacancy

4

Education

Other Bachelor Degree


About Rojgari Placements Pvt. Ltd

Rojgari Placements Pvt Ltd is one of the fastest growing HR Firms with focus on Premium Placement Services. Our Endeavour is to provide simple, strong, fast, dynamic & responsive experience to our valued customers in their quest for searching the best man-power available. Our well trained staff combines speed & experience to find the best possible talent, in the most demanding niche skill areas too. Rojgari Placements Pvt. Ltd provides the best recruitment solutions to the various industries on PAN India level. There are many New age and long standing companies operating in the country that have their own agendas, philosophies and their own drive to reshape the world. This time the corporate revolution is against anything that is not just and is fickle, and we support the cause by providing honest, hardworking professionals to the industry.
The Company was established in Year 2000 by Mr. Hitesh Desai, as Universal Placement. It has vast expertise in planning, coordinating and recruiting the best candidates as per company’s requirement. In June 2011, Mr. Hitesh Desai has thought to give a new identity with the deep desire to be recognized by the big entities operating in the country & now, we are known as “Rojgari Placements Pvt. Ltd.” We have measured miles of distance and are not far away from our cherished goals. Understanding the sensitivity of every matter and urgency of every need, we would bring to you services that are empathetic and extremely prompt.

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