Financial Service Associate

2 months ago

Delhi, India SUDHMURA SERVICES PRIVATE LIMITED Full time

Desired Background : MBA / Graduates with minimum 1 year of experience

Location: Delhi NCR

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 relationship.
- Ensure proper customer profiling on each call / customer visit, to identify and understand

his/her needs and accordingly recommend investment and Insurance options.
- Obtain appropriate documents / information from the client and ensure the forms are duly

completed before logging the sale.
- Communicate the necessary details to the customers for the products being bought by

them.
- Ensure sale is completed through / in line with the defined sales process.
- Maintain product mix across types of loans / value of loans ( Eqt, Housing, etc)

and appropriate open market share for all products ( PAR / ULIP / Non Par).
- Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM

representatives).
- Closely monitor the HL data of the HL executives mapped to maximize the business

opportunities.
- Ensure maximum joint calls with each HL executive mapped.
- Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy,

etc.)
- Ensure that all documents are properly scanned and there is no mistakes while lead

updation in the system.
- Be completely aware of the products being offered by the company and understand

competition offering to be able to handle customer objections.
- Be updated with the latest product features to enhance his / her selling abilities
- Ensure all desired matrix and business composition (persistency, funded, non funded,

etc.) are met

**Salary**: ₹236,000.00 - ₹330,000.00 per year

Schedule:

- Day shift
- Morning shift

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Delhi, Delhi: Reliably commute or planning to relocate before starting work (preferred)

**Experience**:

- total work: 1 year (required)

Work Location: In person

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