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Financial Service Associate

2 weeks ago

Chandigarh, India Hireship Full time

Position : Financial Service Associate

Role and Responsibility:
To monitor closely the Home Loan (HL) data and cross sell insurance, fixed deposits and other products as introduced by the company to HL customers of the company.

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 customers family details, other general insurance details, other loan details etc

**Salary**: ₹166,726.85 - ₹216,000.00 per year

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus
- Quarterly bonus
- Yearly bonus

Application Question(s):

- What Financial Service Sales Experience you have? Was it a field Job?
- Please mention your Current/ Last Salary.

**Experience**:

- BFSI/ NBFC Sales: 1 year (preferred)