Financial Service Associate

5 months ago


Kolkata, India Xperteez Technology Pvt. Ltd Full time

**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 HDFC Limited
- Influence customers to buy FD who have no prior HDFC 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 HDFC Limited
- 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.
- Ensure the right quality of business being sourced.
- Must be a graduate from any stream
- Should have minimum 6 months of experience in sales (insurance)
- Open for travelling

**Designation: Financial Service Associate - Financial Services**

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

**Location: Kolkata**

**Experience: Fresher to 6 months of experience**

**Salary Range: As per industry standard**

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

**Salary**: ₹12,000.00 - ₹14,000.00 per month

Schedule:

- Day shift
- Morning shift

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Kolkata, West Bengal: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (required)
- Loan officer: 1 year (required)
- Insurance sales: 1 year (required)

**Speak with the employer**
+91 8861039409


  • Office Assistant

    2 months ago


    Garia, Kolkata, West Bengal, India Kinsfolk Financial Associate Full time

    This is a full-time role for a Personal Assistant at Kinsfolk Financial Associate. The Personal Assistant will be responsible for providing executive administrative support, managing communication, handling diary management tasks, and utilizing clerical skills on a daily basis. **Qualifications** - Personal Assistance and Executive Administrative Assistance...


  • Kolkata, West Bengal, India MoSahay Associate Full time

    **Customer support advisor will be responsible for customer service and handling Product related enquires after Sales from the customer end. Provide and share information with customer by leveraging available tools and information. Via Call Support** - Provide exceptional customer support and resolve wireless service inquiries. - Skillfully address customer...

  • Financial Analyst

    3 weeks ago


    Kolkata, West Bengal, India Nestasia Full time

    Job Title: Finance AssociateNestasia is seeking a highly skilled Finance Associate to join our team. As a Finance Associate, you will play a critical role in supporting our financial operations, ensuring accuracy and compliance in all financial transactions, and providing exceptional support to our internal departments.Key Responsibilities:Financial...


  • Kolkata, West Bengal, India Genpact Full time

    Job Title: Business Finance ExpertGenpact, a global professional services and solutions firm, is seeking an experienced Business Finance Expert to join their team. As a member of the Genpact family, you will be part of a dynamic and innovative organization that delivers outcomes that shape the future.Key Responsibilities:Manage the billing process, including...


  • Kolkata, West Bengal, India Titan Jet Care Service Limited Full time

    We are seeking a highly skilled Financial Transactions Manager to join our team at Titan Jet Care Service Limited. As an Accountant Fresher, you will be responsible for managing all financial transactions, from fixed payments and variable expenses to bank deposits and budgets.The ideal candidate will have previous experience with bookkeeping and a flair for...


  • Kolkata, West Bengal, India Titan Jet Care Service Limited Full time

    Job OverviewWe are seeking a highly skilled Financial Management Specialist to join our team at Titan Jet Care Service Limited.The ideal candidate will have a strong background in accounting and financial management, with excellent analytical and problem-solving skills.The Accounting and Reporting Professional will be responsible for managing all financial...


  • Kolkata, West Bengal, India Talent Corner Full time

    Role OverviewWe are seeking a skilled Financial Services Expert to join our team at Talent Corner. In this role, you will be responsible for selling Equity-based investment products and achieving targets on a monthly basis.Key ResponsibilitiesSell Equity-based investment products to clients.Achieve monthly sales targets.Desired Candidate ProfileApplicants...


  • Kolkata, West Bengal, India SuperProcure Full time

    About the RoleWe are seeking a highly skilled Financial Services Coordinator to join our team at SuperProcure. In this role, you will be responsible for maintaining the day-to-day accounting and financial transactions of the company, ensuring compliance with regulatory guidelines.Key Responsibilities:Timely Invoicing: Dispatch invoices to clients through...


  • Kolkata, West Bengal, India Talent Corner Full time

    Roles and ResponsibilitiesAs a key member of Talent Corner, you will be responsible for selling Equity based investment products and achieving targets on a monthly basis.Key Performance IndicatorsDirect selling of financial products like Equity/Mutual Fund/CommodityCandidates handling AUM size of Cr & above, minimum ticket size 50 lacs and connect among...


  • Kolkata, West Bengal, India Nestasia Full time

    Finance Associate Role at NestasiaNestasia is seeking a highly skilled Finance Associate to join our team. As a key member of our finance department, you will be responsible for providing financial support and assistance to various teams across the organization.Key Responsibilities:Financial Planning and Analysis: Assist in the preparation of operating...


  • Kolkata, West Bengal, India Genpact Full time

    About the Role:Genpact is a global professional services and solutions firm delivering outcomes that shape the future. We are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI enable us to...


  • Kolkata, West Bengal, India AmbujaNeotia Group Full time

    Ambuja Neotia Group is seeking a Cashier to join their team.Job SummaryWe are looking for a diligent and detail-oriented individual to handle financial transactions, maintain cash handling systems, and provide excellent customer service.Key ResponsibilitiesProcess customer payments and handle cash transactionsPerform night audit and ensure accurate financial...


  • Kolkata, West Bengal, India AccorHotel Full time

    Job DescriptionAs a Guest Service Associate Food, you will be responsible for delivering exceptional food and beverage service to our guests. Your primary goal will be to exceed their expectations and ensure a memorable experience.Key Responsibilities:Food and Beverage Service: Provide proficient and professional food and beverage service to guests, meeting...


  • Kolkata, India 3 steps aviation Full time

    Responsibilities for Customer Service AssociateRespond promptly and professionally to incoming customer inquiries in person, by telephone, or by emailMaintain an updated knowledge of the organization's products, services, and customer service policiesDocument customer interactions when necessary, compiling documents and forwarding information to interested...


  • Kolkata, West Bengal, India Titan Jet Care Service Limited Full time

    Job BriefWe are seeking a highly skilled Accountant to oversee all financial transactions, ensuring accuracy and compliance with tax regulations.Key responsibilities include auditing financial documents, reconciling bank statements, and calculating tax payments and returns.The ideal candidate will have previous experience with bookkeeping and a keen eye for...

  • Senior Associate

    4 days ago


    Kolkata, West Bengal, India Genpact Full time

    Job Summary: Genpact (NYSE: G) is a global professional services and solutions firm that delivers outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose – the relentless pursuit of a world that works better...


  • Kolkata, India OnProcess Technology Full time

    **Job Overview**: The Customer Service Associate’s broad function is to support the Company’s processes through professional on-phone communications, both to and from customers, on behalf of OnProcess Technology’s clients. As a result of customer contact, updates to the Company database with all appropriate information, and supports all quality...


  • Kolkata, West Bengal, India Genpact Full time

    Job Title: Manager, Record to ReportAbout the Role:Genpact is a global professional services and solutions firm delivering outcomes that shape the future. Our team is driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. We serve and transform leading enterprises, including the Fortune Global 500, with our...


  • Kolkata, West Bengal, India Arambagh Hotel and Resorts Pvt Ltd Full time

    Job Title: Food & Beverage AssociateAt Arambagh Hotel and Resorts Pvt Ltd, we are seeking a skilled Food & Beverage Associate to join our team. As a Food & Beverage Associate, you will play a vital role in ensuring that our guests receive exceptional service and have a memorable dining experience.Key Responsibilities:Creating a Welcoming Environment: Assist...


  • Kolkata, West Bengal, India AmbujaNeotia Group Full time

    Ambuja Neotia Group seeks a skilled F&B Service Associate to provide exceptional dining experiences for guests.Responsibilities:Deliver outstanding F&B service to guests.Handle guest requests and ensure timely service.Work effectively in a team environment to achieve excellent service standards.Requirements:Experience in hotel management or a related...