Urgent Hiring for the post of Financial Service Associate @ Mavelikara

Rojgari Placements Pvt. Ltd

1 - 7 Years
10 Openings
1.0-3.0 Lac/Yr
Mavelikara Alappuzha

Key Skills

Financial Services Financial Product Sales Financial Associate Walk In

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Job Description

Hello ,

We have current requirement For Financial Service Accosiate @ Mavelikara For NBFC Company

Post:- Financial Service Accosiate (FSA)

Experience:- 6 Month

CTC:- Best in Industry

Qualification:- Any Graduate

Location:- Mavelikara

Job Respociblity :-

Post sanction customers- Tele-call & fix the appointment to meet all the

customers mapped with the help of HLEs.

o Please refer to the tele-calling pitch before contacting

Build a good rapport with HLEs and ensure 100% joint call with HLEs.

Basis HL data, FSAs to meet 4-5 customers.

Before the meeting, executive needs to fill in the below details in PFR so that

time is saved

o Customer details like Name, DOB, and Contact Details.

o Home loan account no, amount & HL cover required

o Spouse & Childrens name & age.

Ensure PFR on every call. If 1 st call is a Joint Call with HLE, then either

do PFR once HLE has left or do PFR in the next call.

Below points to be taken care while doing PFR (please refer the PFR

script for your reference)

o Meeting opening & rapport building

o Tax implication- 24B, 80C, 80D, 80CCF etc.

o Liability Calculation- HL Liability, Household Expenses, Childs

Education & Marriage Liability

o Saving needs/ Future Value- Childs Education/ Marriage, Retirement

o Collect data for selling Motor Insurance, Health Insurance & FD.

o Take References

Ensure that PFR 1 pager is properly filled and documented & filed, till

LMS is live. Post that PFR to be recorded in LMS.

Basis PFR, FSA to understand the needs of the customer and recommend

investment / Insurance options for the same. Try ensuring sale of combo plan .

a loan protection funded plan to cover home loan and a ULIP plan to build corpus

and fulfill future savings needs.

Login at least one SLIC, HSP & Deposit policy in 1st seven days of the month (to

get active)

Thanks Regard

MS Meera

Experience : 1 - 7 Years

No. of Openings : 10

Education : Any Bachelor Degree

Role : Financial Service Associate

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India

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 companys 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.