hr@assuredjob.com |
+91-8860159136 |
Chandigarh
ROLES & RESPONSIBILITIES:
• Business Targets: Achievement of business targets for all financial products as defined and agreed upon.
• Relationship Building:
o Manage relationship with HL executives mapped to him / her.
o Maintain good relations with company.
o Maintain good relationship with Channel partners & DSA
o Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customer’s financial needs.
• Account Management & Servicing:
o Manage and service the existing customer portfolio.
o Coordinate with the TM / Coordinator / SM for post sales service request form the customers (claims, endorsements, policy copy etc.)
o Timely sharing of updated reports with the customers on products being bought by them.
o Co-ordinate with the customers at the time of renewals.
• Certification and regulatory compliance:
o 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
o The FSA has to be conscious and vigilant towards declaration of the customer information.
o Ensure the right quality of business being sourced.
Experience | 1 - 2 Years |
Salary | 1 Lac To 2 Lac P.A. |
Industry | Sales & Marketing / Business Development / Telecaller |
Qualification | Other Bachelor Degree |
Key Skills | Home Loans Banking Sales Field Work Field Sales Cross Selling Sales Loan Sale walk in |
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