Officer - Sales /Business Development - BFS (0-2 yrs)
Roles and responsibilities :
- Meet customers to sell all financial products.
- Meet & counsel Walk -in & DSA customers who have been referred to him / her.
- 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 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
- Ensure all desired matrix and business composition (persistency, funded, non-funded, etc.) are met.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
