Sales Officer

AA CONSULTANTS

Roles and responsibilities:

-Meet customers to sell all financial products.

-Meet & counsel Walk -in & DSA customers who have been referred to him / her.

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 updating 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.

• Experience

  0 - 2 Years

• No. of Openings

  2

• Education

  B.B.A, B.Com, M.B.A/PGDM, M.Com

• Role

  Sales Officer

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office