
We are looking for a Financial Service Sales Associate to join our team. The role requires candidates who are skilled in building customer relationships, following up on leads, and maximizing sales opportunities. Identify prospects and develop sales strategies to drive business growth.
ROLES & RESPONSIBILITIES:
Achievement of business targets for all financial products as defined and agreed upon.
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.
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.
The FSA has to be conscious and vigilant towards declaration of the customer information.
Ensure the right quality of business being sourced.
DESIRED CANDIDATE PROFILE:
Must be a graduate from any stream.
Candidates with prior experience in BFSI will have an added advantage
It is a Field Work, must be open to Travel
Knowing Driving is an added advantage.
Must have good communication skills.
0-2 years of Experience any Sales vertical are preferable.