Urgent Hiring for The Post of Financial Services

3 days ago

Brahmapur Kolkata West Bengal, India rojgari Full time

Hello,
Greetings

Experience:

- 6 Month+ Experience
CTC:

- Best In Industry
Qualification:

- Graduate
Post:

- Financial Services Associate
Role and Responsibility:

- To monitor closely the HL data and cross sell insurance

fixed deposits and other products as introduced by the company to home loan
customers
- To source open market business too and achieve the targets assigned
- To be completely aware of the products being offered by the company and

understand competition offering and handle customer objections
- To ensure proper customer profiling on each call / customer visit, to identify and

understand his/her needs and accordingly recommend investment and Insurance
options
- Relationship building with the Home Loan Executives to which he is mapped and to

ensure joint calls with the HLE to ensure maximum attachments of the files being
disbursed
- To build a relationship with the customer so that he/ she is able to cross sell other

product offering basis the need of the customer, thereby managing the entire
account of customer. FSA to ensure to source customer’s family details, other
general insurance details, other loan details etc.
- To be in sync and work together with the partner representatives
- To ensure appropriate processes defined are being followed and undergo the

training and certification for being compliant towards selling of various products
(insurance, mutual funds etc.)
- To always be well groomed and his sales kit should be organized and complete

Thanks Regard
We have not taken ant charges
Ms Priya
Hr. Executive
- Experience- 1 - 7 Years- Salary- 90 Thousand To 2 Lac 75 Thousand P.A.- Industry- Financial Services / Banking, Investments / Insurance / Stock Market / Loan- Qualification- Other Bachelor Degree- Key Skills- Financial Services Good communication Financial AssociateAbout Company
- Contact Person- Ms. Priya- Address- 403 & 404, Adarsh Plaza, Opp. GSPC Gas, Nr. Raiya Telephone Exchange,- Mobile- 7405240444

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