TechLime Consulting Service Pvt. Ltd.

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.
• Meet customers to sell all financial products
• 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.
• Ensure proper customer profiling on each call / customer visit, to identify and
understand his/her needs and accordingly recommend investment and
Insurance options.
• Obtain appropriate documents / information from the client and ensure the
forms are duly completed before logging the sale.
• Communicate the necessary details to the customers for the products being
bought by them.
• Ensure sale is completed through / in line with the defined sales process.
• 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).
• Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators /
SM representatives).
• Closely monitor the HL data of the HL executives mapped to maximize the
business opportunities.
• Ensure maximum joint calls with each HL executive mapped.
• Ensure that all reports are created and maintained in a timely manner (DSR,
Sales Dairy, etc.)
• Ensure all desired matrix and business composition (persistency, funded, non-
funded, etc.) are met updation in the system.
• Be completely aware of the products being offered by the company and
understand competition offering to be able to handle customer objections.
• Be updated with the latest product features to enhance his / her selling abilities
• Ensure all desired matrix and business composition (persistency, funded, non-
funded, etc.) are met
• Ensure that all documents are properly scanned and that there are no mistakes
while

Please Drop Your Details ⬇️
https://forms.gle/9tcYseg5zCNLNLGQ9

📞 8375806902
🔄 [email protected]

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