Financial Services Associate (FSA) (Insurance Sales) – Delhi/NCR

0 - 5 Years
Delhi, Ghaziabad, Gurgaon

Job Description

To monitor closely the HL data and cross sell insurance (Life and Non
Life), 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
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
To maintain company first attitude and be respectful in attitude towards
other fellow colleagues, seniors , partners etc

Salary: Not Disclosed by Recruiter


Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:General Insurance

Role:Sales/Business Development-Manager


Desired Candidate Profile

Eligibility Criterion:
Preference shall be given to Experienced professionals. However, We are Open for hiring fresher graduate / Post Graduate candidates for the position.
Financial Services Associate / Relationship Officer (Insurance Sales)
Graduate/ Post Graduate with prior 1 year experience in Insurance / Mutual Fund/ Banking/ other Financial products
Remuneration Package- 1.50- 3 LPA + Lucrative incentives

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.