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Financial Service Associate

0.00 to 4.00 Years   Ludhiana   01 Jan, 2024
Rojgari Placements Pvt Ltd
Job LocationLudhiana
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Hello,Greetings of the day!!Role and Responsibility: 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 of Sales 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.Thanks & Regards,Ms.PriyaHR EXECUTIVERojgari Placements Pvt. Ltd.Experience : 1 - 7 YearsNo. of Openings : 15Education : Any Bachelor DegreeRole : Financial Service AssociateIndustry Type : Banking / Financial Services / Stock BrokingGender : MaleJob Country : India

Keyskills :
customer serviceproduct developmentrelationship manager

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