Financial Service Associate

Skywings Advisors Private Limited

ROLES & RESPONSIBILITIES:

1-Business Targets: Achievement of business targets for all financial products as defined and agreed upon.

2-Relationship Building:

Manage relationship with HL executives mapped to him / her.

Maintain good relations with the company.

Maintain good relationship with Channel partners & DSA

Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customers financial needs.

3-Account Management & Servicing:

Manage and service the existing customer portfolio.

Coordinate with the TM / Coordinator / SM for post sales service request form the customers (claims, endorsements, policy copy etc.)

Timely sharing of updated reports with the customers on products being bought by them.

Co-ordinate with the customers at the time of renewals.

4-Certification and regulatory compliance:

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

The FSA has to be conscious and vigilant towards declaration of the customer information.

Ensure the right quality of business being sourced.

Experience : 1 - 7 Years

No. of Openings : 15

Education : Any Bachelor Degree

Role : Financial Service Associate

Industry Type : Banking / Financial Services / Stock Broking

Gender : Male

Job Country : India