Sh urgent Hiring for Finance Service Associate

4 days ago

Faridabad, India rojgari Full time

Greetings

Experience: 6 Month to 1 Years in Insurance Sector
CTC :Best in industry
Job Responsibilities:

- 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.
- Obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale.
- 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).
- 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.)
- 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.
- 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.
- 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

Thanks & regards,
Ms.Sweta
HR executive
- Experience- 0 - 5 Years- Salary- Not Disclosed- Industry- Sales & Marketing / Business Development/telecaller- Qualification- Other Bachelor Degree- Key Skills- Insurance Advisor Insurance Sales Insurance Agent Finance AssociateAbout Company
- Contact Person- Ms. Sweta- Address- 403 & 404, Adarsh Plaza, Opp. GSPC Gas, Nr. Raiya Telephone Exchange, 150 ft Ring Road- Mobile 9723550030

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