Service Associate Financial Services

Job Description

Financial Services Service Associate (Sales/Business Executive)Role Objective:Achieve business targets for financial products like Fixed Deposits and insurance by engaging and counseling customers, building relationships, and driving sales.Key Responsibilities:Meet walk-in customers and referrals from Indias top private sector bank to sell financial products.Convert customers with no prior deposit relationship into loyal clients.Conduct customer profiling to recommend suitable investment and insurance options.Build and maintain strong client relationships.Ensure compliance with company policies and maintain accurate records of sales activities.Skills & Qualifications:Strong communication, sales, and customer service skills.Bachelors degree and 0.6 months to 1years of sales experience in financial services preferred.

Keyskills :
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