Urgent Requirement in Finance and Banking Industry

Location - Dehradun

Salary - Up to 2.00 lac p.a.

Position: Financial Service Associate

Financial Services Associate/ Lobby Sales Executive

Purpose: The role holder is required to meet his/ her targets through the generation of new leads and managing and building relationship with customers mapped to them in order to cross-sell Financial Services products.

Desired Background: MBA / Graduates with a minimum of 1 year of experience.

Fresher and Experience both candidates will be considered.

KPA & Activities :

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

- Meet customers to sell all financial products

- Meet & counsel Walk-in & DSA customers who have been referred to him/her.

- Influence customers to buy FD who have no prior Deposit relationship.

- Ensure proper customer profiling on each call/customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.

- Obtain appropriate documents/information from the client and ensure the forms are duly completed before logging the sale.

- 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.

- Maintain product mix across types of loans/value of loans ( Eqt, Housing, etc)

and appropriate open market share for all products ( PAR / ULIP / Non-Par).

- Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM representatives).

- 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 leading updation 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

- Ensure all desired matrix and business composition (persistency, funded, non-funded, etc.) are met

2. Relationship Building:

Manage relationship with HL executives mapped to him/her.

Maintain good relations.

Maintain good relationship with Channel partners & DSA

Build relationships with the assigned/sourced customer to create opportunities for various products to fulfill the customer's financial needs.

Interested candidates can share their CV on the given email id or can contact or 7065960680

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