Financial Service Associate

Jobglobal.in India

Jobs Bank

Financial Service Associate – Punjab, Rajasthan, Delhi/NCR, Uttarakhand & UP

Role and Responsibility:

To monitor closely the HL data and cross sell insurance (Clients Life and Non – Life), fixed deposits and other products as introduced by the company to home loan customers of our Client

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

ID #4338 Location India Industry Bank Type Full Time Role Financial Service Associate Career Level Junior Presence Office

Required Skills

Here’s an overview qualifications you need for this job.

Financial Service
2 Languages
Any (Native)
English
Understanding
Speaking
Writing

Aditional Requirements

What else it would be nice to have.

Financial Service
1 Years Of experience

Salary & Benefits

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Benefits

Company Information

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