Job openings for financial service associate in saharanpur dehradun

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Financial Service Associate

Saharanpur, Dehradun

Role and Responsibility:
 To monitor closely the HL data and cross sell insurance, fixed deposits and other products as introduced by the company to
home loan customers of company
 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	0 - 6 Years
Salary	1 Lac 25 Thousand To 2 Lac 75 Thousand P.A.
Industry	Financial Services / Banking, Investments / Insurance / Stock Market / Loan
Qualification	Other Bachelor Degree
Key Skills	home loans housing loans insurance insurance sales direct sales loans loans sales walk in

About Company

Contact Person	Sakshi
Mobile	9759214475
Email ID	Skywingsadvisors14@gmail.com

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