We have current requirement For Financial Service Accosiate @ Mavelikara For NBFC Company
Post:- Financial Service Accosiate (FSA)
Experience:- 6 Month
CTC:- Best in Industry
Qualification:- Any Graduate
Job Respociblity :-
“Post sanction customers”- Tele-call & fix the appointment to meet all the
customers mapped with the help of HLE’s.
o 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
o Customer details like Name, DOB, and Contact Details.
o Home loan account no, amount & HL cover required
o Spouse & Children’s name & age.
Ensure PFR on every call. If 1 st 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)
o Meeting opening & rapport building
o Tax implication- 24B, 80C, 80D, 80CCF etc.
o Liability Calculation- HL Liability, Household Expenses, Childs
Education & Marriage Liability
o Saving needs/ Future Value- Childs Education/ Marriage, Retirement
o Collect data for selling Motor Insurance, Health Insurance & FD.
o Take References
Ensure that PFR 1 pager is properly filled and documented & filed, till
LMS is live. Post that PFR to be recorded in LMS.
Basis PFR, FSA to understand the needs of the customer and recommend
investment / Insurance options for the same. Try ensuring sale of combo plan i.e.
a loan protection funded plan to cover home loan and a ULIP plan to build corpus
and fulfill future savings needs.
Login at least one SLIC, HSP & Deposit policy in 1st seven days of the month (to
|Experience||1 - 7 Years|
|Salary||1 Lac To 3 Lac P.A.|
|Industry||Financial Services / Banking, Investments / Insurance / Stock Market / Loan|
|Qualification||Other Bachelor Degree|
|Key Skills||Financial Services Financial Product Sales Financial Associate|
|Contact Person||Ms. Meera|
|Address||403 & 404, Adarsh Plaza, Opp. GSPC Gas, Nr. Raiya Telephone Exchange,|
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