Financial Service Associate

☞ assuredjob.com

전망: 104

갱신일: 27-04-2024

위치: Saharanpur Uttar Pradesh

범주: 금융 / 은행 / 재고 매상

산업: Staffing Recruiting

수평: Entry level

직업 종류: Full-time

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작업 내용

Role And Responsibility
  • To monitor closely the HL data and cross sell insurance, 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
This job is provided by Shine.com
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마감 시간: 11-06-2024

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