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Financial Service Associate

1.00 to 6.00 Years   Chandigarh   17 Aug, 2023
Skywings Advisors Private Limited
Job LocationChandigarh
EducationNot Mentioned
SalaryRs 1.0 - 2.0 Lakh/Yr
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    JOB DESCRIPTIONROLES & 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 with the company.
      • Maintain good relationship with Channel partners & DSA.
      • Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customers 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.

Keyskills :
cross sellinghome loansbankingbanking salesfield sales

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