Financial Services Associate – North

From 1 to 6 year(s) of experience
₹ Not Disclosed by Recruiter

Job Description

Roles and Responsibilities

  • 1. 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 Company
    • Influence customers to buy FD who have no prior Company 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 / Non Par).
    • Co-ordinate 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 is no mistakes while lead updation 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, non funded, etc.) are met

  • 2. Relationship Building:
    • Manage relationship with HL executives mapped to him / her.
    • Maintain good relations with Company
    • 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.
  • 3. 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.
    • Co-ordinate with the customers at the time of renewals.
  • 4. 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.

    Role:Business Development Manager (BDM)

    Salary: Not Disclosed by Recruiter


    Functional AreaSales & Business Development

    Role CategoryBD / Pre Sales

    Employment Type:Full Time, Permanent


    UG:Any Graduate

    PG:Any Postgraduate

    Doctorate:Doctorate Not Required

    Company Profile

    GenNext India Private Limited

    GenNext is a leading and fast progressing Manpower recruitment and Executive search firm in Central India providing its services to various sectors all over the India.
    Company Info
    View Contact Details+

    Recruiter Name:Kratika Soni

    Contact Company:GenNext India Private Limited