Financial Service Associate
1 week ago
The Financial Services SalesRepresentative plays a crucial role in meeting business targets forinsurance against loans by generating new leads and cultivatingrelationships with customers. They will crosssell a range offinancial products to meet customer needs and contribute tobusiness growth. The role involves meeting with customersconducting proper profiling recommending suitable products andensuring seamless salesprocesses.
Role &Responsibilities:
- BusinessTargets:
- Achieve businesstargets for all financial products as defined and agreedupon.
- Sell financial products tocustomers through meetings and counselingsessions.
- Counsel walkin and DSA(Direct Selling Agent) customers referred by thecompany.
- Conduct proper customerprofiling to understand needs and recommend suitable investment andinsurance options.
- Communicateproduct details effectively to customers and ensure sales arecompleted as per definedprocesses.
- Coordinate with relevantpersonnel for claimsprocessing.
- Monitor the data of HL(Home Loan) executives to maximize business opportunities.
- Achieve businesstargets for all financial products as defined and agreedupon.
- RelationshipBuilding:
- Managerelationships with HL executives mapped tothem.
- Maintain good relations withHDFC Limited.
- Cultivaterelationships with channel partners andDSAs.
- Build strong relationshipswith assigned/sourced customers to identify opportunities forvarious products to meet their financialneeds.
- Managerelationships with HL executives mapped tothem.
- Knowledgeof insurance and financial services products includingunderstanding competitionofferings.
- Ability to effectivelysell products and provide required services tocustomers.
- Graduation/MBAqualification with excellent communicationskills.
BehavioralCompetencies:
- Stronginterpersonal skills with a focus on customer relationshipmanagement.
- Effective planningabilities with expertise in geography mapping and salesmanagement.
- Proven selling skillswith a track record of successful conversions and objectionhandling.
- StableOnRole Job: Enjoy the security and stability of an onroleemploymentopportunity.
- CareerGrowth: Experience stable career growth within theorganization with ample opportunities foradvancement.
- PerformanceBasedIncentives: Unlock unlimited earning potential throughperformancebasedincentives.
- ComprehensiveBenefits: Access to comprehensive benefits includinghealth coverage retirement plans and employee assistanceprograms.
- Training andDevelopment: Receive ongoing training and developmentopportunities to enhance skills andknowledge.
- WorkLifeBalance: Maintain a healthy worklife balance withflexible work arrangements and paid timeoff.
- Recognition andRewards: Be recognized and rewarded for yourcontributions through various employee recognitionprograms.
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