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Financial Services Associate - Banking sector-Insurance -North Location

0.00 to 4.00 Years   Faridabad   03 Apr, 2021
Gennext India Private Limited
Job LocationFaridabad
EducationNot Mentioned
SalaryRs 1.0 - 2.5 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    • Job Title/Designation:Financial Services Associate - Banking sector-Kanpur,Jhansi,Bareilly,Dehradun, Haldwani,Gurgaon,FaridabadEmployment Type:Full Time, PermanentProduct - Insurance
    • 1.Business Targets:Achievement of business targets for all financial products as defined and agreed upon.
      • Meet customers to sell all financial products
      • Meet & counsel Walk -in & DSA customers who have been referred to him / her by Company
      • Influence customers to buy FD who have no prior Company Deposit relationship.
      • Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.
      • Obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale.
      • Communicate the necessary details to the customers for the products being bought by them.
      • Ensure sale is completed through / in line with the defined sales process.
      • Maintain product mix across types of loans / value of loans ( Eqt, Housing, etc)
      • and appropriate open market share for all products ( PAR / ULIP / Non Par).
      • Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM representatives).
      • Closely monitor the HL data of the HL executives mapped to maximize the business opportunities.
      • Ensure maximum joint calls with each HL executive mapped.
      • Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy, etc.)
      • Ensure that all documents are properly scanned and there is no mistakes while lead updation in the system.
      • Be completely aware of the products being offered by the company and understand competition offering to be able to handle customer objections.
      • Be updated with the latest product features to enhance his / her selling abilities
      • Ensure all desired matrix and business composition (persistency, funded, non funded, etc.) are met
    • 2.Relationship Building:
      • Manage relationship with HL executives mapped to him / her.
      • Maintain good relations with 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.
    • 3.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.
    • 4.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. In case FSA feels there is disconnect in the information shared by customer versus his/her observation, they need to crosscheck the information before booking the business.
      • Ensure the right quality of business being sourced.
Experience:1 to 6 yearsAnnual CTC:Rupees As Per Company NormsKeywords:- Must have key skillsInsurance SalesSalesInsuranceLocations:Kanpur, Jhansi,Bareilly, Dehradun, Haldwani,Gurgaon, Faridabad
  • Requirement CategoryIndustry:Banking/Financial Services/BrokingFunctional Area:Sales / BDRole:Sales / BD Manager
  • --Thanks & Warm Regards,Jyoti Jain | Executive - Talent AcquisitionGenNext India Private Limited(ISO 9001:2015 Certified Company)Corporate Office:R- 76-77, IInd Floor, Zone II M.P Nagar, Bhopal - 462011 (M.P)Call :+91 755 4064647 |Mobile : +91 7869802699/hr18@gennext.co.in

Keyskills :
salesirdahisamficustomer profilinginsuranceloansfinancial productsfinancial servicessellingproduct mixmarket shareclaims processingpost salesmatrixhiminsurance agency managementvisitinsurance salesclaimsformsdsadairy

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