Financial Services Associate

Location –  New Delhi / Noida / Ghaziabad
Salary: Upto 3.5 LPA
Minimum 1 year of experience in this field is mandatory

Job description:

1. Relationship Building:

⦁ Manage relationships with HL executives mapped to him/her.
⦁ Maintain good relationships with Channel partners & DSA
⦁ Build a relationship with the assigned/sourced customer to create opportunities for various
⦁ products to fulfill the customer’s financial needs.
2. Account Management; Servicing:
⦁ Manage and service the existing customer portfolio.
⦁ Coordinate with the TM / Coordinator / SM for post-sales service requests form the
⦁ customers (claims, endorsements, policy copy, etc).
⦁ Timely sharing of updated reports with the customers on products being bought by them.
⦁ Coordinate with the customers at the time of renewals.
3. Certification and regulatory compliance:
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
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 the customer versus his/her observation, they need to crosscheck the information before booking the business.
Ensure the right quality of business is being sourced.