FSA Insurance

• To monitor closely the HL data and cross sell insurance fixed deposits and other products as introduced by the company to home loan customers of our organisation.
• 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.

insurance,communication,lead generation