Financial Service Associate

2 weeks ago

Hyderabad, India Wisecor Services Pvt Ltd Full time

Designation: Financial Service Associate - Financial Services

Role/Functional Area: Sales/Business Development
- Banking and Insurance sector

MBA ( Marketing / Finance ) Freshers will also be preferred

Experience: 0.6 year - 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 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 / NonPar).
- 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 fulfill 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

**Salary**: ₹200,000.00 - ₹250,000.00 per year

Work Location: In person

Application Deadline: 17/07/2023

  • Financial Services Account Associate

    2 days ago

    Hyderabad, India Jobs for Humanity Full time

    Company Description Jobs for Humanity is dedicated to building an inclusive and just employment ecosystem. Therefore, we have dedicated this job posting to individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf of Hard of Hearing Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ,...

  • Financial Services Account Associate

    2 days ago

    Hyderabad, India Jobs for Humanity Full time

    Company Description Jobs for Humanity is dedicated to building an inclusive and just employment ecosystem. Therefore, we have dedicated this job posting to individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf of Hard of Hearing Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ,...

  • Associate - Financial Planning & Analysis

    Found in: Talent IN 2A C2 - 2 weeks ago

    Hyderabad, India ResourceTee Global Service Full time

    3-5 years of experience in FP&A, preferably qualified CA, MBALocation: Hyderabad (6 days week work)- Proficient in P&L Analysis- Must have 1 - 2 years of experience in FP&A- Investment planning research and Presentation- Good grip of business leavers and articulation of the same- Working on budget exercises to draw strategies- Monitoring actual vs. plan to...

  • Financial Analyst Internship

    Found in: Whatjobs IN C2 - 2 days ago

    Hyderabad, India Finbuzz Financial Services Full time

    Internship OpportunityWe're excited to announce an internship opportunity for motivated individuals interested in gaining hands-on experience in finance/accounting field within KPO industry. Join our dynamic team and learn the ins and outs of managing various aspects of process and understand how to consistently contribute for well-being of...

  • Financial Services Account Associate Ii

    2 weeks ago

    Hyderabad, India FIS Global Full time

    **Position Type**: Full time **Type Of Hire**: Experienced (relevant combo of work and education) **Education Desired**: Bachelor of Commerce/Business **Travel Percentage**: 0% GENERAL DUTIES & RESPONSIBILITIES - Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s...

  • Associate advisory Services

    1 week ago

    Hyderabad, India Colliers International Full time

    Full-time - Location: India **Company Description**: Colliers International Group Inc. (NASDAQ and TSX: CIGI) is an industry leading global real estate services company with 15,000 skilled professionals operating in 68 countries. With an enterprising culture and significant employee ownership, Colliers professionals provide a full range of services to real...

  • Financial Analyst Internship

    Found in: Whatjobs IN C2 - 3 days ago

    Hyderabad, India Finbuzz Financial Services Full time

    Internship Opportunity We're excited to announce an internship opportunity for motivated individuals interested in gaining hands-on experience in finance/accounting field within KPO industry. Join our dynamic team and learn the ins and outs of managing various aspects of process and understand how to consistently contribute for well-being of clients....

  • Financial Analyst Internship

    Found in: Appcast Linkedin IN C2 - 4 days ago

    Hyderabad, India Finbuzz Financial Services Full time

    Internship OpportunityWe're excited to announce an internship opportunity for motivated individuals interested in gaining hands-on experience in finance/accounting field within KPO industry. Join our dynamic team and learn the ins and outs of managing various aspects of process and understand how to consistently contribute for well-being of...

  • Financial Analyst Internship

    Found in: Talent IN 2A C2 - 3 days ago

    Hyderabad, India Finbuzz Financial Services Full time

    Internship OpportunityWe're excited to announce an internship opportunity for motivated individuals interested in gaining hands-on experience in finance/accounting field within KPO industry. Join our dynamic team and learn the ins and outs of managing various aspects of process and understand how to consistently contribute for well-being of...

  • Financial Services Account Associate II

    Found in: beBee S IN - 3 weeks ago

    Hyderabad, India FIS Global Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor's Degree Travel Percentage : 0%GENERAL DUTIES & RESPONSIBILITIES• Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value...

  • Financial Services Account Associate Ii

    2 weeks ago

    Hyderabad, India Jobs for Humanity Full time

    Company Description Jobs for Humanity is dedicated to building an inclusive and just employment ecosystem. Therefore, we have dedicated this job posting to individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf of Hard of Hearing Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ,...

  • Financial Services Account Associate II

    Found in: beBee S IN - 4 weeks ago

    Hyderabad, India FIS Global Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Commerce/Business Travel Percentage : 0%GENERAL DUTIES & RESPONSIBILITIES• Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value...

  • Financial Services Account Associate II

    Found in: beBee S IN - 3 weeks ago

    Hyderabad, India FIS Global Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Commerce/Business Travel Percentage : 0%GENERAL DUTIES & RESPONSIBILITIES• Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value...

  • Financial Services Account Associate II

    Found in: beBee jobs IN - 5 days ago

    Hyderabad, Telangana, India FIS Global Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor's Degree Travel Percentage : 0%Serve as a primary contact, liaison, and banking advocate to high value customers providing account maintenance and transactions processing support and resolving problems and handling issues. markets...

  • Application Associate, Financial Modeling

    1 week ago

    Hyderabad, Telangana, India S&P Global Full time

    **About the Role**: **Grade Level (for internal use)**: 07 **The Role**: S&P Global Market Intelligence is seeking an Application Associate to join our Financial Modeling team within Client Operations in Ahmedabad. **The Team**: The Financial Modeling & Client Operations teams are primary touchpoints for our clients and are the “face” of the company....

  • Financial Services Account Associate II

    Found in: Talent IN C2 - 1 week ago

    Hyderabad, India Jobs for Humanity Full time

    Job Description Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor's Degree Travel Percentage : 0%Serve as a primary contact, liaison, and banking advocate to high value customers providing account maintenance and transactions processing support and resolving problems and handling issues....

  • Financial Services Account Associate II

    Found in: Talent IN C2 - 5 days ago

    Hyderabad, India FIS Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor's Degree Travel Percentage : 0% Serve as a primary contact, liaison, and banking advocate to high value customers providing account maintenance and transactions processing support and resolving problems and handling...

  • Financial Services Account Associate II

    Found in: beBee S IN - 5 days ago

    Hyderabad, India FIS Global Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor's Degree Travel Percentage : 0%Serve as a primary contact, liaison, and banking advocate to high value customers providing account maintenance and transactions processing support and resolving problems and handling issues. markets...

  • Inp - Financial Services Account Associate Ii

    2 weeks ago

    Hyderabad, India FIS Global Full time

    **Position Type**: Full time **Type Of Hire**: Experienced (relevant combo of work and education) **Education Desired**: Bachelor's Degree **Travel Percentage**: 0% GENERAL DUTIES & RESPONSIBILITIES - Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value...

  • Inp - Financial Services Account Associate Ii

    2 days ago

    Hyderabad, India FIS Global Full time

    **Position Type**: Full time **Type Of Hire**: Experienced (relevant combo of work and education) **Education Desired**: Bachelor's Degree **Travel Percentage**: 0% GENERAL DUTIES & RESPONSIBILITIES - Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value...