Financial Service Associate
5 months ago
**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.
**Job Types**: Full-time, Permanent, Fresher
Pay: ₹14,000.00 - ₹18,000.00 per month
**Benefits**:
- Cell phone reimbursement
- Health insurance
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
- Quarterly bonus
**Experience**:
- total work: 1 year (preferred)
Work Location: In person
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