Financial Service Associate - Hyderabad, India - Wisecor Services Pvt Ltd

Wisecor Services Pvt Ltd
Wisecor Services Pvt Ltd
Verified Company
Hyderabad, India

2 weeks ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Description

Designation:
Financial Service Associate - Financial Services


Role/Functional Area:
Sales/Business Development

  • Banking and Insurance sector
MBA ( Marketing / Finance ) Freshers will also be preferred

Experience: 0.6 year - 2 years

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 by HDFC Limited
  • Influence customers to buy FD who have no prior HDFC 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 / NonPar).

  • 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 relations with HDFC Limited
  • Maintain good relationship with Channel partners & DSA
  • Build relationship with the assigned / sourced customer to create opportunities for various products to fulfill 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:
₹200, ₹250,000.00 per year


Work Location:
In person

Application Deadline: 17/07/2023
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