Financial Service Associate

Updated: May 01, 2024 11:07 AM GMT

humgrow.com

Roorkee, Uttarakhand

The Financial Services Sales Representative plays a crucial role in meeting business targets for insurance against loans by generating new leads and cultivating relationships with customers. They will cross-sell a range of financial products to meet customer needs and contribute to business growth. The role involves meeting with customers, conducting proper profiling, recommending suitable products, and ensuring seamless sales processes.

Role & Responsibilities:
• Business Targets:
• Achieve business targets for all financial products as defined and agreed upon.
• Sell financial products to customers through meetings and counseling sessions.
• Counsel walk-in and DSA (Direct Selling Agent) customers referred by the company.
• Conduct proper customer profiling to understand needs and recommend suitable investment and insurance options.
• Communicate product details effectively to customers and ensure sales are completed as per defined processes.
• Coordinate with relevant personnel... More Detail