Financial Service Associate Jobs - Chennai - IMPOF IT - 2.0 to 5.0 years of experience - 09 October 2019
Job Description
- Closely monitor the respective HL data basis below point:
- “Pre sanction customers” not to be targeted
- “Post sanction customers”- Tele-call & fix the appointment to meet all the customers mapped with the help of HLE’s.
- Please refer to the tele-calling pitch before contacting
- Build a good rapport with HLEs and ensure 100% joint call with HLEs.
- Basis HL data, FSA’s to meet 4-5 customers.
- Before the meeting, executive needs to fill in the below details in PFR so that time is saved
- Customer details like Name, DOB, and Contact Details.
- Home loan account no, amount & HL cover required
- Spouse & Children’s name & age.
- Ensure PFR on every call. If 1st call is a Joint Call with HLE, then either do PFR once HLE has left or do PFR in the next call.
- Below points to be taken care while doing PFR (please refer the PFR script for your reference)
- Meeting opening & rapport building
- Tax implication- 24B, 80C, 80D, 80CCF etc.
Job Particulars
Role accountant
Who can apply Experienced (2 to 5 Years)
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id719705
Job Category
Locality Address
State Tamil Nadu
Country India
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