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Financial Service Associate

Gorakhpur, Jhansi, Kanpur

Profile- Financial Service Associate

Job Description-
Business Targets: Achievement of business targets for all financial products as defined and agreed upon.

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

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

Certification and regulatory compliance:
1.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
2.The FSA has to be conscious and vigilant towards declaration of the customer information.
3.Ensure the right quality of business being sourced.

Experience	0 - 6 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 loans Home Loans Financial Services Financial Services Sales insurance sales cross selling walk in

About Company

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

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