designation:- financial service associate
salary range: best in industry
role and responsibility:
business targets: achievement of business targets for all financial products as defined and
agreed upon.
o meet customers to sell all financial products
o meet & counsel walk -in & dsa customers who have been referred to him / her by
limited
o influence customers to buy fd who have no prior deposit relationship.
o ensure proper customer profiling on each call / customer visit, to identify and understand
his/her needs and accordingly recommend investment and insurance options.
o obtain appropriate documents / information from the client and ensure the forms are
duly completed before logging the sale.
o communicate the necessary details to the customers for the products being bought by
them.
o ensure sale is completed through / in line with the defined sales process.
o maintain product mix across types of loans / value of loans (eqt., housing, etc.)
o and appropriate open market share for all products (par / ulip / non par).
o coordinate for all claims processing (with the help of tm/ asm/ coordinators / sm
representatives).
o closely monitor the hl data of the hl executives mapped to maximize the business
opportunities.
o ensure maximum joint calls with each hl executive mapped.
o ensure that all reports are created and maintained in a timely manner (dsr, sales dairy,
etc.)
o ensure that all documents are properly scanned and there are no mistakes while lead
updating in the system.
o be completely aware of the products being offered by the company and understand
competition offering to be able to handle customer objections.
o be updated with the latest product features to enhance his / her selling abilities
o ensure all desired matrix and business composition (persistency, funded, non-funded,
etc.) are met
relationship building:
o maintain good relationship with channel partners & dsa
o build relationship with the assigned / sourced customer to create opportunities for
various products to fulfil the customers financial needs.
account management & servicing:
o manage and service the existing customer portfolio.
o coordinate with the tm / coordinator / sm for post sales service request form the
customers (claims, endorsements, policy copy etc.)
o timely sharing of updated reports with the customers on products being bought by
them.
o co-ordinate with the customers at the time of renewals.
certification and regulatory compliance:
o be compliant towards selling of various products by undergoing the training and
certification for irda, amfi etc. towards selling of insurance and any other products
o the fsa has to be conscious and vigilant towards declaration of the customer
information. in case fsa feels there is disconnect in the information shared by customer
versus his/her observation, they need to cross check the information before booking the
business.
o ensure the right quality of business being sourced.
interested candidate can share resume on
Experience
0 - 3 Years
No. of Openings
6
Education
B.B.A, M.B.A/PGDM
Role
Financial Service Associate
Industry Type
Banking / Financial Services / Stock Broking
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Face interview location
Rojgari Placement Pvt Ltd
0 - 3 Years
6 Openings
2.0 - 3.0 Lac/Yr
Face-to-Face interview
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