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Financial Service Associate

IMPOF IT

Experience : 2 to 5 Years

Education : CA, B.Com

Location : Chennai

Per Month: Rs. 10,000 - Rs. 18,000

Job Role : Accountant (Finance)

Posted on 09 Oct 19

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Job DescriptionLast Date 09 Nov 19

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 Type : Full Time

Interview Type : Face to Face Interview

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