Job Description
<p>Designation: Financial Service Associate - Financial Services<br />
Role/Functional Area: Sales/Business Development<br />
Role and Responsibility:<br />
Business Targets: Achievement of business targets for all financial products as defined and<br />
agreed upon.<br />
o Meet customers to sell all financial products<br />
o Meet & counsel Walk -in & DSA customers who have been referred to him/her<br />
o Influence customers to buy FD who have no prior Deposit relationship.<br />
o Ensure proper customer profiling on each call / customer visit, to identify and understand<br />
his/her needs and accordingly recommend investment and Insurance options.<br />
o Obtain appropriate documents / information from the client and ensure the forms are<br />
duly completed before logging the sale.<br />
o Communicate the necessary details to the customers for the products b...
Role/Functional Area: Sales/Business Development<br />
Role and Responsibility:<br />
Business Targets: Achievement of business targets for all financial products as defined and<br />
agreed upon.<br />
o Meet customers to sell all financial products<br />
o Meet & counsel Walk -in & DSA customers who have been referred to him/her<br />
o Influence customers to buy FD who have no prior Deposit relationship.<br />
o Ensure proper customer profiling on each call / customer visit, to identify and understand<br />
his/her needs and accordingly recommend investment and Insurance options.<br />
o Obtain appropriate documents / information from the client and ensure the forms are<br />
duly completed before logging the sale.<br />
o Communicate the necessary details to the customers for the products b...
Apply for This Position
Ready to take the next step? Click the button below to submit your application.
Submit Application