![Xperteez Technology Pvt. Ltd](https://media.trabajo.org/img/noimg.jpg)
Field Sales Representative
3 weeks ago
Designation: Financial Service Associate
Functional Area: Sales/Business Development
Location: Kolkata, West Bengal
Experience: Fresher can apply
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
*Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.
- 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.
*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.
Relationship Building:
- Manage relationship with HL executives mapped to him / her.
- 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.
- 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 FSR has to be conscious and vigilant towards declaration of the customer information.
- 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
**Salary**: ₹12,000.00 - ₹14,000.00 per month
**Benefits**:
- Health insurance
- Provident Fund
Supplemental pay types:
- Performance bonus
Application Question(s):
- Are you able for field sales ?
- Are you comfortable with salary range of 12k - 14k ?
**Education**:
- Bachelor's (required)
**Experience**:
- Field sales: 6 years (required)
Ability to Commute:
- North Twenty Four Parganas, West Bengal (required)
Ability to Relocate:
- North Twenty Four Parganas, West Bengal: Relocate before starting work (preferred)
Willingness to travel:
- 100% (required)
**Speak with the employer**
+91 7980359812
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