ROLES & RESPONSIBILITIES:
Business Targets: Achievement of business targets for all financial products as defined and agreed upon.
Relationship Building:
o Manage relationship with HL executives mapped to him / her.
o Maintain good relations with company.
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.
o Ensure the right quality of business being sourced.
Experience : 1 - 2 Years
No. of Openings : 20
Education : Any Bachelor Degree
Role : Financial Service Associate
Industry Type : Banking / Financial Services / Stock Broking
Gender : Male
Job Country : India
1 - 2 Years
20 Openings
1.0-2.0 Lac/Yr
Chandigarh 
Higher Boosting
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