Financial Service Associate
3 days ago
Roles & Responsibilities: Business Targets: Achievement of business targets for all financial products as defined and agreed upon. Relationship Building: Manage relationship with HL executives mapped to him / her. Maintain good relations with HDFC Limited Maintain good relationship with Channel partners & DSA Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customer’s financial needs. Account Management & Servicing: Manage and service the existing customer portfolio. Coordinate with the TM / Coordinator / SM for post sales service request form the customers (claims, endorsements, policy copy etc.) Timely sharing of updated reports with the customers on products being bought by them. Co-ordinate with the customers at the time of renewals. Certification and regulatory compliance: Be compliant towards selling of various products by undergoing the training and certification for IRDA, AMFI etc. towards selling of insurance and any other products The FSA has to be conscious and vigilant towards declaration of the customer information. Ensure the right quality of business being sourced. Location: PAN India Experience: 0 - 3 years Salary Range: As per industry standard Functional Area: Sales Executive/Officer Employment Type: Permanent Desired Candidate Profile: Must be a graduate from any stream Should have minimum 6 months of experience in sales (insurance) Open for travelling Candidate must have good communication skills
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Delhi, Delhi, India Akshya Patra Services Full time ₹ 3,00,000 - ₹ 6,00,000 per yearOverview The Financial Service Associate plays a crucial role in the organization by providing exceptional customer service and support in financial transactions and services. This position is fundamental in ensuring that clients receive accurate information about their financial options and effectively guiding them through the decisions they need to make....
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Financial Service Associate
6 days ago
New Delhi, India T-Hire Global Services Full timeHi Everyone, Greetings from T-Hire Global Services !!! We have wonderful job opportunity as Financial Service Associate (FSA) with Top Banking Company. Position: Financial Service Associate (FSA) Experience: 0-3 years Location: Vikaspuri (Delhi) CTC: Upto3.60 LPA **Responsibilities**: - **Business Targets**:Achievement of business targets for all...
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Financial Service Associate
2 weeks ago
Delhi, India Intellismith Full timeIntellismith Consultancy Private Limited **Financial Service Associate**: 325000 - 335000 /Annum Delhi Mid-Senior Full Time Hybrid **Job Details**: Purpose: - The role holder is required to meet his/ her targets through generation of new leads and managing and building relationship with customers mapped to them in order to cross sell Financial Services...
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New Delhi, India Raghav IT Solution Service Full timeRoles and Responsbility **1.** **Business Targets: Achievement of business targets for all financial products as defined and agreed upon.** - Meet customers to sell all financial products - Meet & counsel Walk -in & DSA customers who have been referred to him / her by HDFC Limited - Influence customers to buy FD who have no prior HDFC Deposit...
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Associate Financial Planner
3 weeks ago
New Delhi, India PrimeWealth Full timeJob Title: Associate Financial PlannerLocation: RemoteSalary Range: ₹30,000 – ₹40,000 per monthExperience: Freshers or 1–2 years in financial planning or related rolesCFP or Pursuing CFP is mandatory.About the Role:We’re looking for a passionate and detail-oriented Associate Financial Planner who will play a pivotal role in ensuring a seamless...
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Financial Services Associate- Sales
7 hours ago
Nehru Place, Delhi, Delhi, India rojgari Full timeDesignation: Financial Services Associate - Sales Locations: Nehru place Education: Any Graduate with Experience of Min 1 Year in Sales Profile MBA - Marketing Freshers can also applied who wants to make their career in sales of banking products. CTC: Best in Industry Job Role: Cross selling of Banking & Insurance products to existing customers... Warm...
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Financial Communications Associate
4 weeks ago
New Delhi, India Adfactors PR Full timeAdfactors PR is looking for a dynamic and analytical Financial Communications Associate to join our Mumbai team. The role involves working with leading Indian and global clients across Investor Relations, Capital Markets, and Financial Communications - helping shape narratives for IPOs, M&A, quarterly results, and corporate reputation mandates.Location:...
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Financial Communications Associate
2 weeks ago
New Delhi, India Adfactors PR Full timeAdfactors PR is looking for a dynamic and analytical Financial Communications Associate to join our Mumbai team. The role involves working with leading Indian and global clients across Investor Relations, Capital Markets, and Financial Communications - helping shape narratives for IPOs, M&A, quarterly results, and corporate reputation mandates.Location:...
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Financial Services Associate
2 weeks ago
New Delhi, India Tata Consultancy Services Full timeDirect Walk-In Opportunity for Financial Services at Tata Consultancy Services Chennai on Saturday 1st November 2025Note: Candidates with relevant experience can directly attend the interview. Please go through the norms below before you attend.Job Role: Process ExpertProcess: Wealth Management/Reconciliation/SettlementsWalk in Drive Date: Saturday, 1st...
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Associate Financial Planner
4 weeks ago
Delhi, India PrimeWealth Full timeJob Title: Associate Financial PlannerLocation: RemoteSalary Range: ₹30,000 – ₹40,000 per monthExperience: Freshers or 1–2 years in financial planning or related rolesCFP or Pursuing CFP is mandatory.About the Role:We’re looking for a passionate and detail-oriented Associate Financial Planner who will play a pivotal role in ensuring a seamless...
