Financial Service Associate @ Rerana Educational

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Financial Service Associate

Rerana Educational
0 to 2 Yrs
Multi-City, India
3 years ago
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Job Description

Role and Responsibility:

To monitor closely the HL data and cross sell insurance (HDFC Life and Non Life), fixed deposits and other products as introduced by the company to home loan customers of HDFC Sales
To source open market business too and achieve the targets assigned
To be completely aware of the products being offered by the company and understand competition offering and handle customer objections
To ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options
Relationship building with the Home Loan Executives to which he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed
To build a relationship with the customer so that he/ she is able to cross sell other product offering basis the need of the customer, thereby managing the entire account of customer. FSA to ensure to source customers family details, other general insurance details, other loan details etc
To be in sync and work together with the partner representatives
Understanding the joint ownership of the customer at the time of servicing etc
To ensure timely renewal of the business sourced
To ensure appropriate processes defined are being followed and undergo the training and certification for being compliant towards selling of various products (insurance, mutual funds etc)
To always be well groomed and his sales kit should be organized and complete
To maintain company first attitude and be respectful in attitude towards other fellow colleagues, seniors , partners etc

Employement Category:

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

Contact Details:

Company: Prerana Educational
Location(s): Multi-City, India

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Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

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Rerana Educational

Brij Mohan Institute of Management & Technology (BIMT) is a premier Institute offering Programmes related Management & Computer Application since 2009.The programmes offered by the Institute are approved by the AICTE and it is affiliated to M.D University,Rohtak.It has got a vibrant alumni w...

Financial Service Associate @ Rerana Educational

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