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Financial Service Associate - Insurance Sales @ GenNext India

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 Financial Service Associate - Insurance Sales

Job Description

  • Job Title/Designation:

    Financial Service Associate - Insurance Sales - Bangalore, Mysore

    Employment Type:

    Full Time, Permanent

    Job Description:

    Role and Responsibility:

    Business Targets: Achievement of business targets for all financial products as defined and agreed upon. o Meet customers to sell all financial products
    o Meet & counsel Walk -in & DSA customers who have been referred to him / her by Company ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM o Influence customers to buy FD who have no prior HDFC Deposit relationship.
    o Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.
    o Obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale.
    o Communicate the necessary details to the customers for the products being bought by them.
    o Ensure sale is completed through / in line with the defined sales process.
    o Maintain product mix across types of loans / value of loans (Eqt., Housing, etc.)
    o and appropriate open market share for all products (PAR / ULIP / Non Par).
    o Conservatives).
    o Closely monitor the HL data of the HL executives mapped to maximize the business opportunities.
    o Ensure maximum joint calls with each HL executive mapped.
    o Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy, etc.)
    o Ensure that all documents are properly scanned and there are no mistakes while lead updating in the system.
    o Be completely aware of the products being offered by the company and understand competition offering to be able to handle customer objections.
    o Be updated with the latest product features to enhance his / her selling abilities
    o Ensure all desired matrix and business composition (persistency, funded, non-funded, etc.) are met
    Relationship Building: o Manage relationship with HL executives mapped to him / her.
    o Maintain good relations with HDFC Limited
    o Maintain good relationship with Channel partners & DSA
    o Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customers financial needs.
    Account Management & Servicing:
    o Manage and service the existing customer portfolio.
    o Coordinate with the TM / Coordinator / SM for post sales service request form the customers (claims, endorsements, policy copy etc.)
    o Timely sharing of updated reports with the customers on products being bought by them.
    o Co-ordinate with the customers at the time of renewals.
    Certification and regulatory compliance:
    o Be compliant towards selling of various products by undergoing the training and certification for IRDA, AMFI etc. towards selling of insurance and any other products
    o The FSA has to be conscious and vigilant towards declaration of the customer information. In case FSA feels there is disconnect in the information shared by customer versus his/her observation, they need to crosscheck the information before booking the business.
    o Ensure the right quality of business being sourced.


    Candidate Profile:

    Desired candidate profile:

    • Must be a graduate from any stream
    • Should have minimum 6 months of experience in sales (insurance)
    • Open for travelling
    • Candidate must have good communication skills

    Experience: Fresher Also can Apply

  • 1 to 6 years


    Annual CTC:Rupees 2,00,000 to 3.00,000



    Keywords:- Must have key skillsInsurance SalesFinanceFinancial Products Locations:

    Bangalore/Bengaluru, Mysore/Mysuru

  • Requirement Category

    Industry:Insurance
    Functional Area:Sales / BD
    Role:Sales Executive / Officer

Employement Category:

Employement Type: Full time
Industry: NBFC ( Non Banking Financial Services )
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Financial Service Associate - Insurance Sales

Contact Details:

Company: Gennext India
Location(s): Bengaluru

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₹ 1.5 - 3.0 Lakh/Yr

GenNext India

GenNext is a leading and fast progressing Manpower recruitment and Executive search firm in Central India providing its services to various sectors all over India.

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