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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
Job is expired
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
  • Financial Service Associate
  • Experience : 2 to 5
  • Per Month : Rs. 10,000 - Rs. 18,000
  • Job Type : Full Time
  • Interview Type : Face to Face Interview


Job Type : Full Time
Interview Type : Face to Face Interview
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