Financial Service Associate
1 week ago
ROLES & RESPONSIBILITIES:
- **Business Targets**:Achievement of business targets for all financial products as defined and agreed upon.
- **Relationship Building**:
- Manage relationship with HL executives mapped to him / her.
- Maintain good relationship with clients.
- 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.
- Ensure the right quality of business being sourced.
LOCATION: Gurugram
DESIRED CANDIDATE PROFILE:
- Must be a graduate from any stream
- Must have a two wheeler for daily commute.
- Should have minimum 1 year of experience in sales (home loan)
- Must have good communication skills
Pay: ₹20,000.00 - ₹30,000.00 per month
Schedule:
- Day shift
**Education**:
- Bachelor's (required)
**Experience**:
- total work: 1 year (required)
License/Certification:
- Driving Licence (required)
Work Location: In person
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