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Financial Service Associate @ Syth Infotech

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 Financial Service Associate

Job Description

                         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).
  • Coordinate 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:

ra*****a@ja**m.com

OR

7065960***

Employement Category:

Employement Type: Full time
Industry: Banking / Financial Services
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Financial Service Associate

Contact Details:

Company: Syth Infotech
Location(s): Dehradun

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₹ 1.5 - 2.0 Lakh/Yr

Syth Infotech

….Thanks & RegardsVaibhav MishraTeam Lead – Recruitment | HR | JADDMSecond Floor, C-60, Sector-63 | Noida | UP | India Tel:- +91-7042-548-402 | +91-8006-258-298Email:- vaibhav@jaddm.com | info@jaddm.comContact Us:- https://jaddm.com/ |  https://www.facebook.com/Jaddm2 |  https://twitter....