Financial Service Associate

Skywings Advisors Private Limited

0 - 5 Years
15 Openings
1.3-3.0 Lac/Yr
Gurgaon

Key Skills

Home Loan Banking Sales Banking Sales Field Work Cross Selling Loan Sales Financial Associate Walk In

Apply

Job Description

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:

4-Manage and service the existing customer portfolio.

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

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

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

8-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 : 0 - 5 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

About Skywings Advisors Private Limited

Skywings Advisors Private Limited is one of the leading companies based in New Delhi, Delhi operating in placement and recruitment industry. We are offering specialized services in all recruitment disciplines including Legal, Finance, IT, Sales & Marketing, Commercial, Health Care, automobile, Training & Education, Industrial & Warehouse & Construction, IT/Software, E-Commerce & Internet .rnrnWe strive to achieve the same level of understanding you have about your business. To Assuredjob.com that's paramount. But we also bring with us prodigious knowledge of recruitment practice and up to date assessment methods.