Financial Services Associate Male Candidate
- Black Olive
- 1 - 3 years
- Ghaziabad( Kaushambi )
- 4 years ago
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Job Description
1 yr to 3 yrs exp | 20 - 30 yrs age only | Male Only
Candidate is responsible for all types of Insurance Sales offered by the company (70% Leads will be provided, 30% has to go on field and generate own leads). Candidate is required to meet his/ her targets through the generation of new leads and managing and building relationship with customers mapped to them in order to cross-sell Financial Services products.
Experience
- 1 yr to 3 yrs of experience as Sales / Business Development in Banking / Financial Services / Insurance mandatory
- 1 year experience in Insurance / Mutual Fund/ Banking/ other Financial products
Age
- 20 - 30 yrs
Gender
- Male mandatory
Job Description
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 CLIENT Limited
- Influence customers to buy FD who have no prior CLIENT 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 are 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
Relationship Building:
- Manage relationship with HL executives mapped to him/her.
- Maintain good relations with CLIENT Limited
- Maintain good relationship with Channel partners& DSA
- Build a relationship with the assigned/sourced customer to create opportunities for various products to fulfill the customers financial needs.
Account Management & Servicing:
- Manage and service the existing customer portfolio.
- Coordinate with the TM / Coordinator / SM for post-sales service requests 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 the 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 the declaration of the customer information. In case FSA feels there is a disconnect in the information shared by the customer versus his/her observation, they need to crosscheck the information before booking the business.
- Ensure the right quality of business being sourced.
Name - Narsing Brahanpure
m:+0091-9860551***
Responses - jo***********1@gm**l.com,na***************e@gm**l.com
Job Classification
Industry: Banking, Financial Services, BrokingFunctional Area: Financial Services, Banking, Investments, Insurance, Role Category: Retail/Personal BankingRole: Retail/Personal BankingEmployement Type: Walk-insEducation
Under Graduation: Any Graduate in Any SpecializationPost Graduation: Any Postgraduate in Any SpecializationDoctorate: Doctorate Not RequiredContact Details:
Company: Black OliveLocation(s): Ghaziabad( Kaushambi )
Keyskills: Sales Financial Services Banking Relationship Building Account Management Business Development
Black Olive
Black Olive Recruitment & Staffing Company Leading Client Of Black Olive Recruitment & Staffing Company
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