Financial Service Associate - Kolkata, Nagpur & Pune

0 - 3 Years
Nagpur, Pune, Kolkata

Job Description

To monitor closely the HL data and cross sell insurance, fixed deposits and other products as introduced by the company to home loan customers

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.

Required Candidate profile

1.The candidate must be a graduate from any stream.
2. The candidate must have an experience in sales field insurance sales would be
3. Should be willing to travel across allocated territory for sales
4. Must be enthusiastic and self-motivated
5. Also the candidate must have good communication skills for the role

Salary: Not Disclosed by Recruiter

Industry:Banking / Financial Services / Broking

Functional Area:Sales, Retail, Business Development

Role Category:Channel Sales

Role:Client Relationship Manager


Desired Candidate Profile

Please refer to the Job description above

Company Profile

ADIDAR Consulting Pvt. Ltd.

We are a leading Fast Growing Recruitment Company. We are supporting leading Indian Industrial group & MNC's in their hiring needs.
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Contact Company:ADIDAR Consulting Pvt. Ltd.