By using this site, you agree to the Privacy Policy and Terms of Use.
Accept
Universal Times MagazineUniversal Times MagazineUniversal Times Magazine
  • Home
  • Industries
    • Automobile
    • Aviation
    • Banking
    • Cryptocurrency
    • E- Commerce
    • EdTech
    • Energy and Petroleum
    • Fintech
    • FMCG
    • Information Technology
    • NBFC
    • Oil
    • Pharmacy
    • Telecom
    • Other Business News
  • Blogs
  • World
  • Jobs
  • Careers
  • About us
  • Privacy Policy
  • Contact
Search
Copyright © 2020-2024 Universal Times Magazine. All Rights Reserved.
Reading: Skywings Advisor Hiring for Financial Service Associate
Share
Notification
Aa
Universal Times MagazineUniversal Times Magazine
Aa
  • Home
  • Industries
  • Blogs
  • World
  • Jobs
  • Careers
  • About us
  • Privacy Policy
  • Contact
Search
  • Home
  • Industries
    • Automobile
    • Aviation
    • Banking
    • Cryptocurrency
    • E- Commerce
    • EdTech
    • Energy and Petroleum
    • Fintech
    • FMCG
    • Information Technology
    • NBFC
    • Oil
    • Pharmacy
    • Telecom
    • Other Business News
  • Blogs
  • World
  • Jobs
  • Careers
  • About us
  • Privacy Policy
  • Contact
Follow US
  • Home
  • Industries
  • Blogs
  • World
  • Jobs
  • Careers
  • About us
  • Privacy Policy
  • Contact
Copyright © 2020-2024 Universal Times Magazine. All Rights Reserved.

Advertisement

Universal Times Magazine > Blog > Finance Jobs Update > Skywings Advisor Hiring for Financial Service Associate
Finance Jobs Update

Skywings Advisor Hiring for Financial Service Associate

Abhay Verma
Last updated: 2022/03/24 at 4:19 PM
Abhay Verma
Share
5 Min Read
SHARE

Advertisement

Job description

Roles and Responsibilities

Designation: Financial Service Associate – Financial Services

Role/Functional Area: Sales/Business Development

Location:

Experience: 0.6 year – 2 years

Salary Range: As per industry standard

Role and Responsibility:Business Targets: Achievement of business targets for all financial products as defined and agreed upon.

o Meet customers to sell all financial products

o Meet & counsel Walk -in & DSA customers who have been referred to him / her by HDFC Limited

- Advertisement -
Ad image

o Influence customers to buy FD who have no prior HDFC Deposit relationship.

o Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.

o Obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale.

o Communicate the necessary details to the customers for the products being bought by them.

o Ensure sale is completed through / in line with the defined sales process.

o Maintain product mix across types of loans / value of loans (Eqt., Housing, etc.)

o and appropriate open market share for all products (PAR / ULIP / Non Par).

o Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM representatives).

o Closely monitor the HL data of the HL executives mapped to maximize the business opportunities.

o Ensure maximum joint calls with each HL executive mapped.

o Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy, etc.)

o Ensure that all documents are properly scanned and there are no mistakes while lead updating in the system.

o Be completely aware of the products being offered by the company and understand competition offering to be able to handle customer objections.

o Be updated with the latest product features to enhance his / her selling abilities

o Ensure all desired matrix and business composition (persistency, funded, non-funded, etc.) are met

Relationship Building:

o Manage relationship with HL executives mapped to him / her.

o Maintain good relations with HDFC Limited

o Maintain good relationship with Channel partners & DSA

o Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customer’s financial needs.

Account Management & Servicing:

o Manage and service the existing customer portfolio.

o Coordinate with the TM / Coordinator / SM for post sales service request form the customers (claims, endorsements, policy copy etc.)

o Timely sharing of updated reports with the customers on products being bought by them.

o Co-ordinate with the customers at the time of renewals.

Certification and regulatory compliance:

o Be compliant towards selling of various products by undergoing the training and certification for IRDA, AMFI etc. towards selling of insurance and any other products

o The FSA has to be conscious and vigilant towards declaration of the customer information. In case FSA feels there is disconnect in the information shared by customer versus his/her observation, they need to crosscheck the information before booking the business.

o Ensure the right quality of business being sourced.

Desired candidate profile:

Must be a graduate from any stream

Should have minimum 6 months of experience in sales (insurance)

Open for travelling

Candidate must have good communication skills

Role : Business Development Executive (BDE)
Industry Type : NBFC
Functional Area : Sales & Business Development
Employment Type : Full Time, Permanent Role
Category : BD / Pre Sales
Education – UG :Any Graduate

VIEW NOTIFICATION

Advertisement

Sign Up For Daily Newsletter

Be keep up! Get the latest breaking news delivered straight to your inbox.
[mc4wp_form]
By signing up, you agree to our Terms of Use and acknowledge the data practices in our Privacy Policy. You may unsubscribe at any time.
Abhay Verma March 24, 2022 March 24, 2022
Share This Article
Facebook Twitter Whatsapp Whatsapp LinkedIn Copy Link
Share
Previous Article RiverForest for HR Executive
Next Article Airtel to acquire Vodafone’s 4.7% stake in Indus Towers for Rs 2,388 crore

Stay Connected

2.2k Followers Like
727 Followers Follow
25.7k Followers Follow
444 Subscribers Subscribe

Advertisement

Advertisement

Latest News

Advertisement

Advertisement

Follow US
Copyright © 2020-2025 Universal Times Magazine. All Rights Reserved.
adbanner
AdBlock Detected
Our site is an advertising supported site. Please whitelist to support our site.
Okay, I'll Whitelist
Welcome Back!

Sign in to your account

Lost your password?

Subscribe For Latest Updates

Sign up to best of business news, informed analysis and opinions on what matters to you.

Invalid email address
We promise not to spam you. You can unsubscribe at any time.
Thanks for subscribing!