Job openings for financial service associate in gurgaon delhi

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Financial Service Associate

Gurgaon

Position : Financial Service Associate
Role and Responsibility:

To monitor closely the HL data and cross sell insurance (HDFC Life and Non
Life), fixed deposits and other products as introduced by the company to
home loan customers of HDFC Sales
To source open market business too and achieve the targets assigned
To be completely aware of the products being offered by the company and
understand competition offering and handle customer objections
To ensure proper customer profiling on each call / customer visit, to identify
and understand his/her needs and accordingly recommend investment and
Insurance options
Relationship building with the Home Loan Executives to which he is mapped
and to ensure joint calls with the HLE to ensure maximum attachments of the
files being disbursed
To build a relationship with the customer so that he/ she is able to cross sell
other product offering basis the need of the customer, thereby managing the
entire account of customer. FSA to ensure to source customers family details,
other general insurance details, other loan details etc
To be in sync and work together with the partner representatives
Understanding the joint ownership of the customer at the time of servicing
etc
To ensure timely renewal of the business sourced
To ensure appropriate processes defined are being followed and undergo the
training and certification for being compliant towards selling of various
products (insurance, mutual funds etc)
To always be well groomed and his sales kit should be organized and
complete
To maintain company first attitude and be respectful in attitude towards
other fellow colleagues, seniors , partners etc

Experience	1 - 6 Years
Salary	2 Lac 25 Thousand To 3 Lac 50 Thousand P.A.
Industry	Financial Services / Banking, Investments / Insurance / Stock Market / Loan
Qualification	Other Bachelor Degree
Key Skills	sales insurance sales home loans open market sourcing cross selling loan sales walk in

About Company

Contact Person	Nidhi
Mobile	9997817079
Email ID	assuredjob14@gmail.com

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