JOB DETAILS

To source open market business too and achieve the targets assigned


To be completely aware of the products being offered by the company and understand competition offering and handle customer objections



To ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options



Relationship building with the Home Loan Executives to which he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed



To build a relationship with the customer so that he/ she is able to cross sell other product offering basis the need of the customer, thereby managing the entire account of customer. FSA to ensure to source customer’s family details, other general insurance details, other loan details etc



To be in sync and work together with the partne...