Financial Service Associate

Key Skills

Home Loans Housing Loans Insurance Insurance Sales Direct Sales Loans Loans Sales Walk in

Job Description

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 company

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
  • Experience

    0 - 6 Years

  • No. of Openings

    30

  • Education

    Any Bachelor Degree

  • Role

    Financial Service Associate

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

About Skywings Advisors Private Limited

Skywings Advisors Private Limited is one of the leading companies based in New Delhi, Delhi operating in placement and recruitment industry. We are offering specialized services in all recruitment disciplines including Legal, Finance, IT, Sales & Marketing, Commercial, Health Care, automobile, Training & Education, Industrial & Warehouse & Construction, IT/Software, E-Commerce & Internet .rnrnWe strive to achieve the same level of understanding you have about your business. To Assuredjob.com that's paramount. But we also bring with us prodigious knowledge of recruitment practice and up to date assessment methods.
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