10/11/2022
Urjent Hiring in Banking sector :::::::::::::::
Requirements:-
* MBA / Graduates with minimum 0-5 year of experience
* Must have knowledge in BFSI Services
* Comfortable with open market
* Must have Bike or License
KPA & Activities:
1. Business Targets: Achievement of business targets for all financial products as
defined and agreed upon.
β’ Meet customers to sell all financial products
β’ Meet & counsel Walk -in & DSA customers who have been referred to him/her
by bank Limited referred
to him/her by bank Limitedleted before logging the sale. mend investment and
Insurance options.
β’ Ensure proper customer profiling on each call / customer visit, to identify and
understand his/her needs and accordingly recommend investment and
Insurance options.
β’ Obtain appropriate documents / information from the client and ensure the
forms are duly completed before logging the sale.
β’ Communicate the necessary details to the customers for the products being
bought by them.
β’ Ensure sale is completed through / in line with the defined sales process.
β’ Maintain product mix across types of loans / value of loans ( Eqt, Housing, etc)
and appropriate open market share for all products ( PAR / ULIP / Non Par).
β’ Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators /
SM representatives).
β’ Closely monitor the HL data of the HL executives mapped to maximize the
business opportunities.
β’ Ensure maximum joint calls with each HL executive mapped.
β’ Ensure that all reports are created and maintained in a timely manner (DSR,
Sales Dairy, etc.)
β’ Ensure all desired matrix and business composition (persistency, funded, non-
funded, etc.) are met updation in the system.
β’ Be completely aware of the products being offered by the company and
understand competition offering to be able to handle customer objections.
β’ Be updated with the latest product features to enhance his / her selling abilities
β’ Ensure all desired matrix and business composition (persistency, funded, non-
funded, etc.) are met
β’ Ensure that all documents are properly scanned and that there are no mistakes
while
Please Drop Your Details β¬οΈ
https://forms.gle/9tcYseg5zCNLNLGQ9
π 8375806902
π [email protected]
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