Financial Services Associate

Job Code # 137

Job Location-  Ghaziabad

Salary- 2 LPA to 3.5 LPA

Key skills-
a) Minimum 1 year of experience in Banking Field is mandatory
b) Graduate

Job Description-
1.Relationship Building:
• Manage relationship with HL executives mapped to him / her.
• Maintain good relationship with Channel partners , DSA
• Build relationship with the assigned / sourced customer to create opportunities for various
• products to fulfil 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 request form the
• customers (claims, endorsements, policy copy etc).
• Timely sharing of updated reports with the customers on products being bought by them.
• Co-ordinate 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 customer versus his/her observation, they need to crosscheck the information before booking the business.
Ensure the right quality of business being sourced.