Role and Responsibility:

 To monitor closely the HL data and cross sell insurance,

fixed deposits and other products as introduced by the company to home loan

customers.

 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.

📌 Financial Service Associate (Bhavnagar)
🏢 Skywings Advisors
📍 Bhavnagar