Financial Service Associate

3 weeks ago

Faridabad, Haryana, India TRDFIN Support Services Pvt Ltd Full time

We are seeking a Financial Service Associate to support clients with financial products and services by building strong relationships, ensuring compliance, and meeting sales and service targets. The ideal candidate will bring excellent communication and problem-solving skills, along with sound knowledge of financial products to deliver a superior customer experience.

Role and Responsibility:

  • To monitor closely the HL data and cross sell insurance (Life and Non – Life), fixed deposits and other products as introduced by the company to home loan customers of 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

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