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Financial Service Associate

0.00 to 3.00 Years   Hyderabad   17 May, 2021
Job LocationHyderabad
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaFinance / Accounts / Tax
EmploymentTypeFull-time

Job Description

Roles & Responsibilities:

  • Business Targets: Achievement of business targets for all financial products as defined and agreed upon.
  • Relationship Building:
    • Manage relationship with HL executives mapped to him / her.
    • Maintain good relations
    • Maintain good relationship with Channel partners & DSA
    • Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customer s financial needs.
  • Account Management & Servicing:
    • Manage and service the existing customer portfolio.
    • Coordinate with the TM / Coordinator / SM for post sales service request form the customers (claims, endorsements, policy copy etc.)
    • Timely sharing of updated reports with the customers on products being bought by them.
    • Co-ordinate with the customers at the time of renewals.
  • Certification and regulatory compliance:
    • 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
    • The FSA has to be conscious and vigilant towards declaration of the customer information.
    • Ensure the right quality of business being sourced.
Location: PAN India Experience:0 - 3 yearsSalary Range:As per industry standardFunctional Area:Sales Executive/OfficerEmployment Type:PermanentDesired Candidate Profile:
  • Must be a graduate from any stream
  • Should have minimum 6 months of experience in sales (insurance)
  • Open for travelling
  • Candidate must have good communication skills
,
  • Must be a graduate from any stream
  • Should have minimum 6 months of experience in sales (insurance)
  • Open for travelling
  • Candidate must have good communication skills

Keyskills :
irdacommunicationbusinessagreementsmanagementendorsementsgeneral insuranceamfiinvestment productssellingsalestrainingbankingfinancial productschannel partnersinsurancepost salesregulatory

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