Financial Service Associate

2 months ago

Bhopal, India Adidar Consulting Pvt Ltd. Full time

**#BIKE MANDOTARY #GRADUATION COMPLETE FRESHERS ALSO CAN APPLY**

**Role and Responsibility**:
To monitor closely the HL data and cross sell insurance (HDFC Life and Non - Life), fixed deposits and other products as introduced by the company to home loan customers of HDFC Sales

To source open market business too and achieve the targets assignedTo be completely aware of the products being offered by the company and understand competition offering and handle customer objections

To ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options

Relationship building with the Home Loan Executives to which he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed

To build a relationship with the customer so that he/ she is able to cross sell other product offering basis the need of the customer, thereby managing the entire account of customer. FSA to ensure to source customers family details, other general insurance details, other loan details etc

To be in sync and work together with the partner representatives

Understanding the joint ownership of the customer at the time of servicing etcTo ensure timely renewal of the business sourced

To ensure appropriate processes defined are being followed and undergo the training and certification for being compliant towards selling of various products (insurance, mutual funds etc)

To always be well groomed and his sales kit should be organized and completeTo maintain company first attitude and be respectful in attitude towards other fellow colleagues, seniors, partners etc

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

**Salary**: ₹100,000.00 - ₹150,000.00 per year

Schedule:

- Day shift
- Flexible shift

Ability to commute/relocate:

- Bhopal, Madhya Pradesh: Reliably commute or willing to relocate with an employer-provided relocation package (required)

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