Financial Service Sales Associate

Roles & Responsibilities:

Business Targets: Achievement of business targets for all financial products as defined and agreed upon.

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 customers 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.

Co-ordinate 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.

Ensure the right quality of business being sourced.

Desired Candidate Profile:

Must be a graduate from any stream

Should have minimum 6 months of experience in sales

Candidate must have good communication skills

• It is a Full Time Field Sales job for candidates with 0 - 4 years of experience.

More about this Financial Service Sales Associate job

1. What is the eligibility criteria to apply for this Financial Service Sales Associate job?
   Ans: The candidate should be Graduate and above and above with 0 - 4 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹12000 - ₹20000 per month that depends on your interview. It's a Full Time job in Mumbai.
3. How many working days are there for this Financial Service Sales Associate job?
   Ans: This Financial Service Sales Associate job will have 6 working days.
4. Are there any charges applicable while applying or joining this Financial Service Sales Associate job?
   Ans: No, there is no fee applicable for applying this Financial Service Sales Associate job and during the employment with the company, i.e., Vitalhunt Global Solutions Private Limited.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Financial Service Sales Associate role?
   Ans: There is an immediate opening of 7 Financial Service Sales Associate at Vitalhunt Global Solutions Private Limited
7. Who can apply for this job?
   Ans: Only Male candidates can apply for this Field Sales job.
8. What are the timings of this Financial Service Sales Associate job?
   Ans: This Financial Service Sales Associate job has 09:30 AM - 06:30 PM timing.