Spot offer For Financial Services Associate
- 2coms
- 1 - 6 years
- Hyderabad
- 5 years ago
- Email to a friend
- Report this job
Job Description
Golden Opportunity for Financial Services Associate at Non Banking Industry at Hyderabad location
Qualification :MBA / Graduates
Experience :0.6 Months - 3 years (Only insurance Or Banking Experience )
Salary : Up to 15K + Incentive
Note : Only Male Candidate
Locations : Habsiguda ,Tolichowk and Hafeezpet
Job Role :
Financial Services Associate
Purpose:The role holder is required to meet his/ hertargets through generation of new leads and
managing and building relationship with customers mapped to them inorder to cross sell
Financial Services products.
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 by
- Influence customers to buy FD who have no prior Client 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 is no mistakes while lead 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
Interested Candidate send your updated profile to ra*******b@2c**s.com or call on 7013021***
Refer your friends as well.
Thanks & Regards
Rajkumar
7013021***
9705919***
2COMS Consulting Pvt Ltd
Job Classification
Industry: Banking, Financial Services, BrokingFunctional Area: Sales, Retail, Business Development, Role Category: Retail SalesRole: Retail SalesEmployement Type: Full timeEducation
Under Graduation: Any Graduate in Any SpecializationPost Graduation: Any Postgraduate in Any SpecializationDoctorate: Doctorate Not Required, Any Doctorate in Any SpecializationContact Details:
Company: 2Coms ConsultingLocation(s): Hyderabad
Keyskills: Financial Services Cross Selling Home Loans Finance Banking Personal Loans Housing Loan Sales Process Financial Services Associate Business Loan Insurance Mortgage Loans Financial Products Customer Profiling Customer Handling Claims Processing
2coms
2Coms Consulting Pvt Ltd. Client is a leading provider of information technology, consulting, and business process services, dedicated to helping the world's leading companies build stronger businesses. Headquartered in Teaneck, New Jersey (U.S.), They combines a passion for client satisfaction,...
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