Sales Officer

AA CONSULTANTS

roles and responsibilities:

-meet customers to sell all financial products.

-meet & counsel walk -in & dsa customers who have been referred to him / her.

ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and insurance options.

-obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale.

-communicate the necessary details to the customers for the products being bought by them.

-ensure sale is completed through / in line with the defined sales process.

-maintain product mix across types of loans / value of loans (eqt., housing, etc.)

and appropriate open market share for all products (par / ulip / non par).

-co-ordinate for all claims processing (with the help of tm/ asm/ coordinators / sm representatives).

-closely monitor the hl data of the hl executives mapped to maximize the business opportunities.

-ensure maximum joint calls with each hl executive mapped.

-ensure that all reports are created and maintained in a timely manner (dsr, sales dairy, etc.)

-ensure that all documents are properly scanned and there are no mistakes while lead updating in the system.

-be completely aware of the products being offered by the company and understand competition offering to be able to handle customer objections.

-be updated with the latest product features to enhance his / her selling abilities

-ensure all desired matrix and business composition (persistency, funded, non-funded, etc.) are met.

• Experience

  0 - 2 Years

• No. of Openings

  2

• Education

  B.B.A, B.Com, M.B.A/PGDM, M.Com

• Role

  Sales Officer

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office