Job Summary

Locations:

Akola, Amravati

Experience:

0 – 3 years

Keywords / Skills :

"sales", "marketing", "FSA", "Financial Service Associate", "sales executive", "field officer", "junior officer"

Education:

MBA

Stream:

• Finance
• Marketing

Function:

• Sales/ Business Development
• Banking, Insurance & Financial Services

Role:

Fresher

Industry:

• Banking/ Financial Services
• Insurance

Summary:

cross sale insurance product ( home loan , mortgage loan customer)

Posted On:

15th Aug 2016

Role: Financial Service Associate

Department: Financial Services

Qualification : Graduate

Role and Responsibility:

• 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.

• 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 fellow colleagues, seniors , partners etc

Interested candidate can call us on the no. or email us and if ur friends or relative are intrested for this job kindly provide them the contact no. mentioned below

Warm Regards,

Mr. Priya

HR Executive

Rojgari Placements Pvt Ltd.

07405857757

salesmarketingFSAFinancial Service Associatesales executivefield officerjunior officer

Rojgari Placements Pvt. Ltd., are pleased to introduce ourselves as one of the leading Placement of India into manpower recruitment. Providing End to End services to Clients at high CMMI Level Companies. At current stage, many companies are facing problems in hiring manpower in particular industry. But we have expertise in providing manpower in all the industries.

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Most Urgent Requirement for the Financial Service Associate @ Maharashtra

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Most Urgent Requirement for the Financial Service Associate @ Maharashtra Monday, 15 August 2016 No Comment