Sales Officer
6 months ago
Position: Financial Services Associate/Sales Officer
Location:Gurgaon
Qualification:Graduate/ Post Graduate 0 to 5 years experience in sales profile (Preferably BFSI).
Offering CTC: 2.40 LPA to 3.20 LPA + Lucrative incentives
Key Responsibilities:
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).
ccount 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.
Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customer’s financial needs.
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.
FinancialServices #SalesOfficer #Gurgaon #Opportunity #CareerGrowth
Work Location: In person
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