Financial Service Associate

1 month ago

roorkee, India humgrow.com Full time

The Financial Services SalesRepresentative plays a crucial role in meeting business targets forinsurance against loans by generating new leads and cultivatingrelationships with customers. They will crosssell a range offinancial products to meet customer needs and contribute tobusiness growth. The role involves meeting with customersconducting proper profiling recommending suitable products andensuring seamless salesprocesses.

Role &Responsibilities:

  • BusinessTargets:

    • Achieve businesstargets for all financial products as defined and agreedupon.
    • Sell financial products tocustomers through meetings and counselingsessions.
    • Counsel walkin and DSA(Direct Selling Agent) customers referred by thecompany.
    • Conduct proper customerprofiling to understand needs and recommend suitable investment andinsurance options.
    • Communicateproduct details effectively to customers and ensure sales arecompleted as per definedprocesses.
    • Coordinate with relevantpersonnel for claimsprocessing.
    • Monitor the data of HL(Home Loan) executives to maximize business opportunities.

  • RelationshipBuilding:

    • Managerelationships with HL executives mapped tothem.
    • Maintain good relations withHDFC Limited.
    • Cultivaterelationships with channel partners andDSAs.
    • Build strong relationshipswith assigned/sourced customers to identify opportunities forvarious products to meet their financialneeds.

Requirements
  • Knowledgeof insurance and financial services products includingunderstanding competitionofferings.
  • Ability to effectivelysell products and provide required services tocustomers.
  • Graduation/MBAqualification with excellent communicationskills.

BehavioralCompetencies:

  • Stronginterpersonal skills with a focus on customer relationshipmanagement.
  • Effective planningabilities with expertise in geography mapping and salesmanagement.
  • Proven selling skillswith a track record of successful conversions and objectionhandling.

Benefits
  • StableOnRole Job: Enjoy the security and stability of an onroleemploymentopportunity.
  • CareerGrowth: Experience stable career growth within theorganization with ample opportunities foradvancement.
  • PerformanceBasedIncentives: Unlock unlimited earning potential throughperformancebasedincentives.
  • ComprehensiveBenefits: Access to comprehensive benefits includinghealth coverage retirement plans and employee assistanceprograms.
  • Training andDevelopment: Receive ongoing training and developmentopportunities to enhance skills andknowledge.
  • WorkLifeBalance: Maintain a healthy worklife balance withflexible work arrangements and paid timeoff.
  • Recognition andRewards: Be recognized and rewarded for yourcontributions through various employee recognitionprograms.

"1. Must be a graduate from any stream 2. Should have minimum 3year of experience in sales 3. Candidates with prior experience inBFSI will have an added advantage 4. Open to travel 5. Must havegood communication skills"

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