Branch Sales Associate

To present financial product presentation to cl ients based on their requirement and suggest best product and convince client on same.

To collect policy related documents and cheque from clients and submit same to venue in charge.

To develop and maintain good relationship with Clients and provide best services after sales i.e. claim settlement etc.

To cross sell and upsell financial products to existing customer.

Qualifications

12th pass

Additional Information

To meet incoming venue clients and analyze their financial planning needs. To present financial product presentation to cl ients based on their requirement and suggest best product and convince client on same. To collect policy related documents and cheque from clients and submit same to venue in charge. To develop and maintain good relationship with Clients and provide best services after sales i.e. claim settlement etc. To cross sell and upsell financial products to existing customer.