Position :Financial Service Associate
Role and Responsibility:
Ø To monitor closely the HL data and cross sell insurance, fixed deposits and other products as introduced by the company to home loan customers
Ø To source open market business too and achieve the targets assigned
Ø To be completely aware of the products being offered by the company and understand competition offering and handle customer objections
Ø To ensure proper customer profiling on each call/customer visit, to identify and understand his/her needs and accordingly, recommend investment and Insurance options
Ø Relationship building with the Home Loan Executives to which he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed
