Financial Service Associate
Experience
Salary
Location
Job Description
Role and Responsibility:
- To monitor closely the HL data and cross sell insurance (HDFC Life and Non – Life), fixed deposits and other products as introduced by the company to home loan customers of HDFC 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
Salary : Maximum 22k
Experience : Minimum 6 months in Tele Sales
Designation
Financial Service Associate
Key Skills
Industry
Accounts
Functional Area
Financial Service
Employment Type
Full Time
Education
Bachelor Degree
Job Type
Work From Office
Related Jobs
Voice Process
Team HR
Join the Team HR team as a Full Time Voice Process on Erekrut, specializing in Voice Process in the HR Service...
0-3 Lakhs
0-1 Years
Karnataka-..
Business Pro...
Customer Relationship Manager
The Prafazos Company
Join the The Prafazos company team as a Full Time Customer Relationship Manager on Erekrut, specializing in Cu...
0-3 Lakhs
1-3 Years
Tamil Nadu..
Public Relat...
Field Executive
SKYLAKE INFOTECH PVT. LTD.
Join the SKYLAKE INFOTECH PVT. LTD. team as a Full Time Field Executive on Erekrut, specializing in Field Exec...
0-3 Lakhs
0-1 Years
Bihar-Patn..
Customer Ser...
Sales Executive
Maruti Rolls MFG CO
Join the Maruti Rolls MFG CO team as a Full Time Sales Executive on Erekrut, specializing in Sales Executive i...
0-3 Lakhs
1-3 Years
Haryana- B..
Sales
Guest Relationship Executive
NC Realty
Join the NC Realty team as a Full Time Guest Relationship Executive on Erekrut, specializing in Guest Relation...
0-3 Lakhs
0-1 Years
Haryana-Gu..
Customer Ser...
Business Development Manager
Hirva Hr Solutions
Join the Hirva Hr Solutions team as a Full Time Business Development Manager on Erekrut, specializing in Busin...
3-6 Lakhs
1-3 Years
Karnataka-..
Business Dev...
Collection Executive
Hallmark Financial Services Vizag
Join the Hallmark financial services vizag team as a Full Time Collection Executive on Erekrut, specializing i...
0-3 Lakhs
1-3 Years
Andhra Pra..
Finance
HIRING FOR MEDICAL BILLING
GEBBS HEALTH CARE
Join the GEBBS HEALTH CARE team as a Full Time HIRING FOR MEDICAL BILLING on Erekrut, specializing in HIRING F...
0-3 Lakhs
0-1 Years
Maharashtr..
Medical Insu...
Boost your chances! Make sure your profile, skills, and resume are up-to-date to become a priority applicant. Send it to the recruiter for just Rs. 10/-
Welcome! I'm here to assist you in finding your dream job.
Ready to land your dream job? Register & Avail FREE Cover Letter Credit Now!