Financial Service Associate

Designation: Financial Service Associate - Financial Services
Role/Functional Area: Sales/Business Development
Role and Responsibility:
 Business Targets: Achievement of business targets for all financial products as defined and
agreed upon.
o Meet customers to sell all financial products
o Meet & counsel Walk -in & DSA customers who have been referred to him/her
o Influence customers to buy FD who have no prior Deposit relationship.
o Ensure proper customer profiling on each call / customer visit, to identify and understand
his/her needs and accordingly recommend investment and Insurance options.
o Obtain appropriate documents / information from the client and ensure the forms are
duly completed before logging the sale.
o Communicate the necessary details to the customers for the products being bought by
them.
o Ensure sale is completed through / in line with the defined sales process.
o Main...