Banking Executive

Sprs Solutions Private Limited

0 - 31 years

1 - 6 Lacs

Secunderabad

Posted:3 days ago| Platform: Apna logo

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Skills Required

data profiling training certification kit

Work Mode

On-site

Job Type

Full Time

Job Description

Job Description Roles & Responsibilities:To monitor closely the HL data and cross sell insurance (HDFC Life and Non – Life), fixed deposits and other products as introduced by the company to home loan customers of HDFC Sales 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 partner representatives Understanding the joint ownership of the customer at the time of servicing etc To ensure timely renewal of the business sourced To ensure appropriate processes defined are being followed and undergo the training and certification for being compliant towards selling of various products (insurance, mutual funds etc) To always be well groomed and his sales kit should be organized and complete To maintain company first attitude and be respectful in attitude towards other fellow colleagues, seniors, partners etc.

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Sprs Solutions Private Limited

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Banking Executive