See more Collapse

Financial Service Associate

2 months ago

Thiruvananthapuram Kerala, India Infoexesy Private Limited Full time

**Work Locations**: Trivandrum / Pathanamthitta / Mavelikara
- **Interview Dates**: 01 Mar 24
- **Interview Location**: Kollam
- **Salary (CTC)**: upto 18k to 22k Gross (Depends on experience) + attractive monthly incentives
- **Interview Timing**:9.30 am till 1.00 pm

Looking for Mix of Experienced or Freshers (2023 Pasouts)
- **Designation: Financial Service Associate - Financial Services**:

- **Role/Functional Area: Sales/Business Development**:

- **Location**:

- **Experience: Freshers - 2 years**:

- **Salary Range: As per industry standard**

**Role and Responsibility**:
**Business Targets**:

- Achievement of business targets for all financial products as defined and agreed upon.
- Meet customers to sell all financial products
- Meet & counsel Walk -in & DSA customers who have been referred to him / her by Bank
- Influence customers to buy FD who have no prior Bank Deposit relationship.
- 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

**Relationship Building**:

- Manage relationship with HL executives mapped to him / her.
- Maintain good relations with Bank
- Maintain good relationship with Channel partners & DSA
- Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customer’s financial needs.

**Account Management & Servicing**:

- Manage and service the existing customer portfolio.
- Coordinate with the TM / Coordinator / SM for post sales service request form the customers (claims, endorsements, policy copy etc.)
- Timely sharing of updated reports with the customers on products being bought by them.
- Co-ordinate with the customers at the time of renewals.
- **Certification and regulatory compliance**:

-:

- Be compliant towards selling of various products by undergoing the training and certification for IRDA, AMFI etc. towards selling of insurance and any other products
- The FSA has to be conscious and vigilant towards declaration of the customer information. In case FSA feels there is disconnect in the information shared by customer versus his/her observation, they need to crosscheck the information before booking the business.
- Must be a graduate from any stream
- Should have minimum 6 months of experience in sales (insurance)
- Open for travelling

**Job Types**: Full-time, Permanent, Fresher

**Salary**: ₹270,000.00 per year

**Benefits**:

- Flexible schedule
- Health insurance
- Life insurance
- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus
- Yearly bonus

Application Question(s):

- If you are Serious about this role please share your Name,Cont No, Loc. Via WhatsApp:
7981132036

**Experience**:

- total work: 1 year (preferred)

Ability to Commute:

- Trivandrum, Kerala (required)

Ability to Relocate:

- Trivandrum, Kerala: Relocate before starting work (required)

Work Location: In person

We have other current jobs related to this field that you can find below

  • Service Associate

    3 weeks ago

    Thiruvananthapuram, Kerala, India PVR Cinemas Full time

    Uncover the specific responsibilities that Guest Service Associates undertake, from welcoming guests to handling check-ins and check-outs. **QUALIFICATION & REQUIREMENTS** - Service on seat, suggestive & Up selling, - Efficient Cash handling at POS, and no variance in sales - Customer query handling and delight each and every customer by giving best...

  • B2b Sales Associate

    2 weeks ago

    Kerala, India Business Financial Group Full time

    This is a remote position. **Job Description - B2B Sales Associate** **Job Title - **B2B Sales Associate **Job Category-**Full Time 40 hours per week. **Job Location-**Virtual Business Financial Group (BFG) is a family-owned and operated professional Accounting Company based in Atlanta, Georgia, USA. We are committed to providing personalized...

  • Financial Service Coordinator

    2 weeks ago

    Thiruvananthapuram, India Auraa Solutions Full time

    Role**:Financial service coordinator** Education: Bachelors Experience: 2-3 Years **Salary**: 20,000+Incentive Location: Trivandrum **Roles & responsibilities** - Creating payment plans for customers and making sure they stick to their plans, monitoring transactions in accounts payable and receiving, and preparing financial reports. - Maintain organized...

  • Hiring Financial Services Associate

    4 weeks ago

    Kochi, Kerala, India Digital Orbis Creators LLP Full time

    **Job Description of Financial Services Associate**: Closely monitor the respective HL data basis below point: “Pre sanction customers” not to be targeted “Post sanction customers”- Tele-call & fix the appointment to meet all the customers mapped with the help of HLE’s. Please refer to the tele-calling pitch before contacting Build a good...

  • Client Service Associate

    2 weeks ago

    Thiruvananthapuram, Kerala, India Core Institute of Technology, Thiruvananthapuram Full time

    A Client Service Associate (CSA) in a marketing company plays a crucial role in building and maintaining positive relationships with clients. They act as the primary point of contact, ensuring the client's needs are met and their satisfaction is prioritized throughout the marketing campaign. **Client Communication and Relationship Management**: **Marketing...

  • Customer Service Associate

    7 days ago

    Thiruvananthapuram, Kerala, India Yarab Technologies Pvt Ltd Full time

    We are looking for a self-motivated and reliable individual, with a genuine passion for customer service. We want to deliver great customer service to all our UK customers. Our Advisors are the focal point for our customers to help manage and resolve their queries. You’ll play a vital role in providing effective and efficient solutions for our...

  • Financial Executive

    2 weeks ago

    Thiruvananthapuram, Kerala, India Expressare Technologies Pvt Ltd Full time

    **Expressare Technologies** Job Title**:Financial Executive** Location: Thiruvananthapuram **Job Summary**: We are seeking a **Financial Executive** to join our team. This is an exciting opportunity for an individual with a strong background in accounting and finance and a passion for delivering top-notch financial services. The **Financial Executive**...

  • Financial Executive

    2 weeks ago

    Thiruvananthapuram, Kerala, India Expressare Technologies Pvt Ltd Full time

    **Expressare Technologies** Job Title**:Financial Executive** Location: Thiruvananthapuram **Job Summary**: We are seeking a **Financial Executive** to join our team. This is an exciting opportunity for an individual with a strong background in accounting and finance and a passion for delivering top-notch financial services. The **Financial Executive**...

  • Customer Service Associate

    2 weeks ago

    Thiruvananthapuram, Kerala, India Yarab Technologies Pvt Ltd Full time

    We are looking for a self-motivated and reliable individual, with a genuine passion for customer service. We want to deliver great customer service to all our UK customers. Our Advisors are the focal point for our customers to help manage and resolve their queries. You’ll play a vital role in providing effective and efficient solutions for our...

  • Financial Officer

    2 months ago

    Thiruvananthapuram, Kerala, India Handy sQuad Full time

    **Job Title: Financial Officer** **Company**: Handysquad Facility Management Pvt Ltd **Location**: TC98/3213, Sreevalsam, Near Technopark Phase 3, Kazhakkuttom, Trivandrum,695583 **About Us**: Handysquad Facility Management Pvt Ltd is a leading provider of facility management services, committed to delivering high-quality solutions to our clients. We...

  • F&b Service Associate

    2 weeks ago

    Thiruvananthapuram, Kerala, India The Monarch Hotels & Convention Centre Full time

    The duties and responsibilities of an Associate include welcoming and seating guests, taking guest orders, communicating them effectively to the kitchen and in addition, memorizing the menu and offering recommendations to upsell appetizers, desserts, or drinks. Pay: ₹11,000.00 - ₹15,000.00 per month **Benefits**: - Food provided - Paid sick time -...

  • Associate Lead Engineer

    6 days ago

    Thiruvananthapuram, Kerala, India Envestnet Full time

    Description Envestnet is seeking a passionate and talented Associate Lead Engineer - System Administration to join our Enterprise Services team. Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and...

  • Lead - Service Delivery

    5 days ago

    thiruvananthapuram, India Envestnet Full time

    Description Envestnet is seeking a passionate and talented Lead - Service Delivery to join our Enterprise Services team.      Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to...

  • Lead - Service Delivery

    6 days ago

    Thiruvananthapuram, Kerala, India Envestnet Full time

    Description Envestnet is seeking a passionate and talented Lead - Service Delivery to join our Enterprise Services team. Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial...

  • Lead - Service Delivery

    1 week ago

    Thiruvananthapuram, India Envestnet Full time

    Description Envestnet is seeking a passionate and talented Lead - Service Delivery to join our Enterprise Services team.     Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make...

  • Associate Lead Engineer

    6 days ago

    Thiruvananthapuram, Kerala, India Envestnet Full time

    Description Envestnet is seeking a passionate and talented Associate Lead Engineer - Product Security to join our Cloud Services & Information Security team. Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology,...

  • Process Associates

    2 weeks ago

    Thiruvananthapuram, Kerala, India Ecorgy Solutions Full time

    10:30 PM to 7:30 AM **Job location**:Elippode, Trivandrum**: **Experience **:Minimum 1 year of experience in non-voice process in the BPO industry.**: **Qualification**:Bachelor's degree or Diploma**: **Job Description **:**_Transforming US Healthcare : Seeking Process Associates!_** ***_ About the role_** ***_ _**At Ecorgy Solutions, we’re transforming...

  • Service Advisor

    3 weeks ago

    Thiruvananthapuram, Kerala, India Sarathy Autocars, Maruti Suzuki Dealership Full time

    Greet customers upon arrival to service center - Ascertain reason for customer visit thru a verbal interview and visual assessment of the vehicle - Consult with mechanics regarding appropriate service options - Connect customers with the appropriate automotive mechanic or technician - Develop solution methods, attempting to keep costs low - Provide...

  • Associate Lead Engineer

    5 days ago

    thiruvananthapuram, India Envestnet Full time

    Description Envestnet is seeking a passionate and talented Associate Lead Engineer - System Administration to join our Enterprise Services team.      Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions,...

  • Accounting Services Associate Ii

    3 weeks ago

    Kochi, Kerala, India Conduent Business Services India LLP Full time

    Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is...