Sales Role - Motor Business Agency - BFSI (1-2 yrs)
Job Title : Agency Health Business
Location : Punjab
Salary : 4.5 LPA (Lakhs Per Annum)
Job Type : On-site
Experience : 1-1.5 years
Education : Any graduation
Primary Skills Required :
- Strong knowledge and experience in CASA (Current Account, Savings Account)
- Proficiency in Mutual Funds
- Familiarity with broking companies and financial products
Job Description :
We are seeking a dynamic and results-oriented professional to join our team as an Agency Health Business associate. In this role, you will be responsible for promoting and enhancing our portfolio of financial products, focusing primarily on CASA, Mutual Funds, and related broking services.
Key Responsibilities :
- Develop and maintain relationships with clients to understand their financial goals and provide suitable solutions.
- Promote CASA products to increase account acquisitions and deposits.
- Educate clients on Mutual Funds and assist in investment decisions.
- Collaborate with the broking team to facilitate smooth transactions and resolve client queries.
- Stay updated on market trends, regulatory changes, and competitor activities.
- Achieve sales targets and contribute to the overall growth of the agency business.
- Ensure compliance with regulatory guidelines and company policies.
Skills and Qualifications :
- 1-1.5 years of relevant experience in a similar role within the financial services sector.
- Strong understanding of CASA, Mutual Funds, and broking processes.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Bachelor's degree in any discipline
