Urgent Opening for FSA & Deputy Manager
- Team
- 2 to 5 Yrs
- Mohali, Chandigarh
- 4 years ago
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Job Description
We having urgent opening one of the top premium Bank for Sales Officer (Home Loan). Job Location - Chandigarh Qualification: Graduates. Experience - 0.6 - 4 Yrs. (Any Banking Sales Experience + having banking sector knowledge ) Two Wheeler is mandatory. Qualification: Graduate. Fixed salary + Attractive Incentives Kindly Share your updated Resume on WhatsApp or Call - Ms. Bhagyalaxmi - 7208091***- Closely monitor the respective HL data basis below point:
- Pre sanction customers not to be targeted
- Post sanction customers- Tele-call & fix the appointment to meet all the customers mapped with the help of HLEs.
- 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, FSAs to meet 4-5 customers.
- Before the meeting, executive needs to fill in the below details in PFR so that time is saved
- Customer details like Name, DOB, and Contact Details.
- Home loan account no, amount & HL cover required
- Spouse & Childrens name & age.
- Ensure PFR on every call. If 1st 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)
- Meeting opening & rapport building
- Tax implication- 24B, 80C, 80D, 80CCF etc.
- Liability Calculation- HL Liability, Household Expenses, Childs Education & Marriage Liability
- Saving needs/ Future Value- Childs Education/ Marriage, Retirement
- Collect data for selling Motor Insurance, Health Insurance & FD.
- 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 get active)
- Be updated on product knowledge and market information.
- Attend regular product trainings arranged by Location head & HDFC Life & Ergo.
Employement Category:
Employement Type: Full timeIndustry: Insurance Role Category: Sales / BD Functional Area: Not ApplicableRole/Responsibilies: Urgent Opening for FSA & Deputy Manager forContact Details:
Company: Teamspace FinancialLocation(s): Mohali, Chandigarh+ View Contact
Keyskills: sales banking sales insurance
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