Financial Service Associate

Skywings Advisors Private Limited

ROLES & RESPONSIBILITIES:

Business Targets: Achievement of business targets for all financial products as defined and agreed upon.

Relationship Building:

o Manage relationship with HL executives mapped to him / her.

o Maintain good relations with company.

o Maintain good relationship with Channel partners & DSA

o Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customers financial needs.

Account Management & Servicing:

o Manage and service the existing customer portfolio.

o Coordinate with the TM / Coordinator / SM for post sales service request form the customers (claims, endorsements, policy copy etc.)

o Timely sharing of updated reports with the customers on products being bought by them.

o Co-ordinate with the customers at the time of renewals.

Certification and regulatory compliance:

o Be compliant towards selling of various products by undergoing the training and certification for IRDA, AMFI etc. towards selling of insurance and any other products

o The FSA has to be conscious and vigilant towards declaration of the customer information.

o Ensure the right quality of business being sourced.

• Experience

  1 - 2 Years

• No. of Openings

  20

• Education

  Any Bachelor Degree

• Role

  Financial Service Associate

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  Male

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office