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3 days ago

Jetpur GJ IN O3hire Full time

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 is no mistakes while lead updation in the system Job Type Full-time Pay 13 278 12 - 25 000 00 per month Education Bachelor s Preferred Experience total work 1 year Preferred Willingness to travel 50 Preferred Work Location In person

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