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Financial Service Associate

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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