Financial Services Associate

6 days ago

Delhi Delhi, India crutz leela Full time

**(Also available for: Gurgaon, Faridabad, Gwalior, Kaushambi)**

**(Should have two-wheeler)**

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 products.

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

KPA & Activities:
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 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

2. 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.

3. 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.

4. 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. In case FSA feels there is disconnect in the information shared by customer

versus his/her observation, they need to crosscheck the information before booking the

business.
- Ensure the right quality of business being sourced.

**Job Types**: Full-time, Permanent

**Salary**: ₹330,000.00 - ₹340,000.00 per year

**Benefits**:

- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus
- Yearly bonus

**Experience**:

- total work: 1 year (preferred)

License/Certification:

- IRDA (preferred)
- AMFI (preferred)

Ability to Commute:

- New Delhi, Delhi (required)

Ability to Relocate:

- New Delhi, Delhi: Relocate before starting work (required)

Work Location: In person

**Speak with the employer**
+91 9890733181

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