Field Sales Representative

2 days ago

Twentyfour Parganas District West Bengal, India Xperteez Technology Pvt. Ltd Full time

Designation: Financial Service Associate

Functional Area: Sales/Business Development

Location: Kolkata, West Bengal

Experience: Fresher can apply

Salary Range: As per industry standard

Role and Responsibility:
Business Targets: - Achievement of business targets for all financial products as defined and agreed upon.

*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.
- 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.

*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 are no mistakes while lead updating in the system.

*Be completely aware of the products being offered by the company and understand competition offering to be able to handle customer objections.
- Be updated with the latest product features to enhance his / her selling abilities.

Relationship Building:

- Manage relationship with HL executives mapped to him / her.
- 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.
- 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 FSR has to be conscious and vigilant towards declaration of the customer information.
- Ensure the right quality of business being sourced.
- Must be a graduate from any stream
- Should have minimum 6 months of experience in sales (insurance)
- Open for travelling

**Salary**: ₹12,000.00 - ₹14,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Supplemental pay types:

- Performance bonus

Application Question(s):

- Are you able for field sales ?
- Are you comfortable with salary range of 12k - 14k ?

**Education**:

- Bachelor's (required)

**Experience**:

- Field sales: 6 years (required)

Ability to Commute:

- North Twenty Four Parganas, West Bengal (required)

Ability to Relocate:

- North Twenty Four Parganas, West Bengal: Relocate before starting work (preferred)

Willingness to travel:

- 100% (required)

**Speak with the employer**
+91 7980359812

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