Financial Service Associate

4 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

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