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    Financial Service Associate - Mumbai, India - humgrow

    humgrow
    humgrow Mumbai, India

    9 hours ago

    Default job background
    Description

    The Financial Services SalesRepresentative plays a crucial role in meeting business targets forinsurance against loans by generating new leads and cultivatingrelationships with customers. They will crosssell a range offinancial products to meet customer needs and contribute tobusiness growth. The role involves meeting with customersconducting proper profiling recommending suitable products andensuring seamless salesprocesses.

    Role &Responsibilities:

    1. BusinessTargets:
      • Achieve businesstargets for all financial products as defined and agreedupon.
      • Sell financial products tocustomers through meetings and counselingsessions.
      • Counsel walkin and DSA(Direct Selling Agent) customers referred by thecompany.
      • Conduct proper customerprofiling to understand needs and recommend suitable investment andinsurance options.
      • Communicateproduct details effectively to customers and ensure sales arecompleted as per definedprocesses.
      • Coordinate with relevantpersonnel for claimsprocessing.
      • Monitor the data of HL(Home Loan) executives to maximize business opportunities.
    2. RelationshipBuilding:
      • Managerelationships with HL executives mapped tothem.
      • Maintain good relations withHDFC Limited.
      • Cultivaterelationships with channel partners andDSAs.
      • Build strong relationshipswith assigned/sourced customers to identify opportunities forvarious products to meet their financialneeds.


    Requirements

    • Knowledgeof insurance and financial services products includingunderstanding competitionofferings.
    • Ability to effectivelysell products and provide required services tocustomers.
    • Graduation/MBAqualification with excellent communicationskills.

    BehavioralCompetencies:

    • Stronginterpersonal skills with a focus on customer relationshipmanagement.
    • Effective planningabilities with expertise in geography mapping and salesmanagement.
    • Proven selling skillswith a track record of successful conversions and objectionhandling.


    Benefits

    • StableOnRole Job: Enjoy the security and stability of an onroleemploymentopportunity.
    • CareerGrowth: Experience stable career growth within theorganization with ample opportunities foradvancement.
    • PerformanceBasedIncentives: Unlock unlimited earning potential throughperformancebasedincentives.
    • ComprehensiveBenefits: Access to comprehensive benefits includinghealth coverage retirement plans and employee assistanceprograms.
    • Training andDevelopment: Receive ongoing training and developmentopportunities to enhance skills andknowledge.
    • WorkLifeBalance: Maintain a healthy worklife balance withflexible work arrangements and paid timeoff.
    • Recognition andRewards: Be recognized and rewarded for yourcontributions through various employee recognitionprograms.


    Min. 1 years of experience into financial products sales, insurancepreferred
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