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Financial Service Associate Jobs Opening in TMI Group at Electronic City, Kalyan Nagar, Sahakara Nagar, Bangalore

Financial Service Associate

TMI Group
experience-icon 1 to 2 Years
salary-icon 25000 - 35000 Monthly
qualification-icon Any Graduate

Posted: 23 Nov 22

Job Description

Designation: Financial Service Associate 
Role/Functional Area: Sales/Business Development 
Experience: 1 year – 2 years 
Salary Range: As per industry standard 

Roles and Responsibilities: 
 Business Targets: Achievement of business targets for all financial products as defined and agreed upon.   
1.  Meet customers to sell all financial products o Meet & counsel Walk -in & DSA customers who have been referred to him / her by HDFC Limited o Influence customers to buy FD who have no prior HDFC Deposit relationship. 
2.    Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.                          3.   Obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale. 
4.   Communicate the necessary details to the customers for the products being bought by them. 
5.   Ensure sale is completed through / in line with the defined sales process. 
6. Maintain product mix across types of loans / value of loans (Eqt., Housing, etc.) o and appropriate open market share for all products (PAR / ULIP / Non Par). 
7.Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM representatives). 
8. Closely monitor the HL data of the HL executives mapped to maximize the business opportunities. 
9. Ensure maximum joint calls with each HL executive mapped. o Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy, etc.) 
10. Ensure that all documents are properly scanned and there are no mistakes while lead updating in the system. 
11. Be completely aware of the products being offered by the company and understand competition offering to be able to handle customer objections. 
12. Be updated with the latest product features to enhance his / her selling abilities o Ensure all desired matrix and business composition (persistency, funded, non-funded, etc.) are met
Relationship Building: Manage relationship with HL executives mapped to him / her.  Maintain good relations with HDFC Limited  Maintain good relationship with Channel partners & DSA o Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customer’s financial needs. 
Account Management & Servicing:  Manage and service the existing customer portfolio. 
o 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. 
o 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. 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.

Desired candidate profile: 
Must be a graduate from any stream 
 Should have minimum 6 months of experience in sales (insurance) 
 Open for travelling  
 Candidate must have good communication skills

More information about this Financial Service Associate Job

Please go through the below FAQs to get all answers related to the given Financial Service Associate job

  1. What are the job requirements to apply for this Financial Service Associate job position?
    • Ans: A candidate must have a minimum of 1 to 2 year experience as an Financial Service Associate

  2. What are the salary requirements for this job?
    • Ans: The salary range is between 25000 and 35000 Monthly. The Salary will depend on the interview. This Financial Service Associate is a Full Time in Bangalore.

  3. What is the hiring Process of this job?
    • Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.

  4. This Financial Service Associate is a work from home job?
    • Ans: No ,its not a Work from Home Job.

  5. How many job vacancies are opening for the Financial Service Associate position?
    • Ans: There are immediate 1 job openings for Financial Service Associate in our Organisation.

Job Particulars

Education Any Graduate
Who can apply Experienced (1 to 2 Years)
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id1634032
Job Category Finance
Locality Address Electronic City , Kalyan Nagar , Sahakara Nagar , Sarjapur Road , Whitefield
Country India

About Company

Indian banking and financial services company headquartered in Mumbai. It is India's largest private sector bank by assets and world's 10th largest bank by market capitalisation as of April 2021
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