Field Sales Associate - Twenty-four Parganas District, West Bengal, India - Xperteez Technology Pvt. Ltd

Xperteez Technology Pvt. Ltd
Xperteez Technology Pvt. Ltd
Verified Company
Twenty-four Parganas District, West Bengal, India

3 weeks ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Description

Designation:
Financial Service Associate


Functional Area:
Sales/Business Development


Location:
Kolkata, West Bengal


Experience:
Fresher to 6 months of experience

Salary Range:
As per industry standard


Role and Responsibility:

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.
*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 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, nonfunded, etc.) are met.

Relationship Building:

  • Manage relationship with HL executives mapped to him / her.
  • Maintain good relationship with Channel partners & DSA
  • Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customer's financial needs.

Account Management & Servicing:

  • Manage and service the existing customer portfolio.
  • Coordinate with the TM / Coordinator / SM for post sales service request form the
customers (claims, endorsements, policy copy etc.)

  • Timely sharing of updated reports with the customers on products being bought by
them.

  • Coordinate with the customers at the time of renewals.

Certification and regulatory compliance:

  • 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

  • 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.

  • Ensure the right quality of business being sourced.
  • Must be a graduate from any stream
  • Should have minimum 6 months of experience in sales (insurance)
  • Open for travelling

Salary:
₹12, ₹16,000.00 per month


Benefits:


  • Health insurance
  • Provident Fund

Supplemental pay types:

  • Performance bonus

Application Question(s):

  • Are you able for field sales ?
  • Are you comfortable with salary range of 12k 16k ?

Education:


  • Bachelor's (required)

Experience:


  • Insurance sales: 1 year (required)

Ability to Commute:

  • North Twenty Four Parganas, West Bengal (required)

Ability to Relocate:

  • North Twenty Four Parganas,

West Bengal:
Relocate before starting work (required)


Willingness to travel:

  • 75% (required)

Speak with the employer
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