Skywings Advisors Private Limited

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Financial Service Associate

Bulandshahr

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

Relationship Building:
Manage relationship with HL executives mapped to him / her.
Maintain good relations with company
Maintain good relationship with Channel partners & DSA
Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customer’s financial needs.

Account Management & Servicing:
Manage and service the existing customer portfolio.
Coordinate with the TM / Coordinator / SM for post sales service request form the customers (claims, endorsements, policy copy etc.)
Timely sharing of updated reports with the customers on products being bought by them.
Co-ordinate with the customers at the time of renewals.

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 1 - 7 Years
Salary 1 Lac To 2 Lac 25 Thousand P.A.
Industry Financial Services / Banking, Investments / Insurance / Stock Market / Loan
Qualification Other Bachelor Degree
Key Skills Sales Bfsi Sales Cross Selling Field Work Field Sales Insurance Sales Loan Sales walk in

About Company

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

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