Financial Service Associate

Skywings Advisors Private Limited

Profile- Financial Service Associate

Job Description-

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

Relationship Building:

ge relationship with HL executives mapped to him / her.

tain good relations with customers.

tain good relationship with Channel partners & DSA

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

Account Management & Servicing:

ge and service the existing customer portfolio.

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

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

-ordinate with the customers at the time of renewals.

Certification and regulatory compliance:

compliant towards selling of various products by undergoing the training and certification for IRDA, AMFI etc. towards selling of insurance and any other products

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

re the right quality of business being sourced.

Experience : 0 - 6 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