M urgent Requirement for The Post of Fsa

Hello,

Greetings

Experience:

- 6 Month

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
? Understanding the joint ownership of the customer at the time of servicing etc.
? To ensure timely renewal of the business sourced
? 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
? To maintain company first attitude and be respectful in attitude towards other

Thanks Regard

Ms Meera

Hr. Executive
- Experience- 1 - 7 Years- Salary- +0 Thousand To 2 Lac P.A.- Industry- Financial Services / Banking, Investments / Insurance / stock market / Loan- Qualification- Other Bachelor Degree- Key Skills- Insurance Advisor insurance sales executive Financial AssociateAbout Company
- Contact Person- Ms. Meera- Address- 403 404, Adarsh Plaza, Opp. GSPC Gas, Nr. Raiya Telephone Exchange, 150 ft Ring Road- Mobile- 8140877783 Read more