Financial Service Associate

<p>Designation: Financial Service Associate - Financial Services<br />
Role/Functional Area: Sales/Business Development<br />
Role and Responsibility:<br />
 Business Targets: Achievement of business targets for all financial products as defined and<br />
agreed upon.<br />
o Meet customers to sell all financial products<br />
o Meet & counsel Walk -in & DSA customers who have been referred to him/her<br />
o Influence customers to buy FD who have no prior Deposit relationship.<br />
o Ensure proper customer profiling on each call / customer visit, to identify and understand<br />
his/her needs and accordingly recommend investment and Insurance options.<br />
o Obtain appropriate documents / information from the client and ensure the forms are<br />
duly completed before logging the sale.<br />
o Communicate the necessary details to the customers for the products b...