Financial Service Associate
6 months ago
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
-
Financial Services Associate
6 months ago
Delhi Cantonment, Delhi, Delhi, India Raghav IT Solution Service Full time**Financial Services Associate/ Lobby Sales Executive** **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 &...
-
Financial Services Associate
3 weeks ago
Delhi, Delhi, India PNUD Argentina Full timeJob Title: Financial Services AssociateThe Financial Services Associate will be responsible for providing support to the Financial Operations team in the effective delivery of financial services, ensuring transparent utilization of financial resources, and facilitating effective management of the Country Office programme and project budgets.The ideal...
-
Financial Service Associate
6 months ago
Delhi, Delhi, India Recruitment Hub Full timePROFILE - FINANCIAL SERVICE ASSOCIATE STRONG COMMUNICATION SKILLS 6 MONTHS EXP IN INSUARANCE SALES WILLINGNESS TO TRAVEL SALARY 3LPA + INCENTIVES GRADUATION IS MANDATORY LOCTION - DELHI, GURGAON, GHAZIABAD **Salary**: ₹25,000.00 - ₹30,000.00 per year Schedule: - Day shift Application Question(s): - HOW MANY YEARS OF EXPERIENCE DO YOU HOLD IN...
-
Financial Services Associate- Sales
5 months ago
Nehru Place, Delhi, Delhi, India rojgari Full timeDesignation: Financial Services Associate - Sales Locations: Nehru place Education: Any Graduate with Experience of Min 1 Year in Sales Profile MBA - Marketing Freshers can also applied who wants to make their career in sales of banking products. CTC: Best in Industry Job Role: Cross selling of Banking & Insurance products to existing customers... Warm...
-
Associate - Financial Services
2 months ago
Delhi, Delhi, India Bain & Company Inc Full time**ABOUT US**: Bain & Company is a global consultancy that helps the world’s most ambitious change-makers define the future. Across 65 offices in 40 countries, we work alongside our clients as one team with a shared ambition to achieve extraordinary results, outperform the competition, and redefine industries. Since our founding in 1973, we have measured...
-
Financial Associate
4 weeks ago
Delhi, Delhi, India RTI International Full timeJob Title: Financial AssociateJob Summary:We are seeking a highly skilled Financial Associate to join our team at RTI International. The successful candidate will be responsible for supporting the Finance Manager and other team members in day-to-day activities of the Finance team, including Accounts Payables, Accounts Receivables, Treasury, and recording of...
-
Financial Associate
3 weeks ago
Delhi, Delhi, India RTI International Full timeJob Title: Financial AssociateRTI International is seeking a Financial Associate to support the Finance Manager and team members in day-to-day activities.Key Responsibilities:Support the Finance Manager in processing and recording transactions, including accounts payable, accounts receivable, and treasury.Assist in maintaining accurate financial records,...
-
Financial Services Associated/lobby Sales Excutive
5 months ago
New Delhi, India Raghav IT Solution Service Full timeRoles and Responsbility **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...
-
Financial Services Associate
5 months 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...
-
Financial Services Associate
5 months ago
Delhi, Delhi, India CRUTZ LEELA Full time1. 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...
-
Financial Associate
3 weeks ago
Delhi, Delhi, India Career Craft Consultants Full timeWe are seeking an experienced Finance Associate to join our Corporate office in Delhi. The ideal candidate will have excellent communication skills and be proficient in finance-related tasks.Key Responsibilities:• Assist with financial planning and analysis• Maintain accurate financial records and reports• Ensure compliance with financial...
-
Senior Financial Associate
3 weeks ago
Delhi, Delhi, India Career Craft Consultants Full timeJob Title: Finance AssociateAbout the Role:We are seeking a highly skilled Finance Associate to join our team at Career Craft Consultants. As a Finance Associate, you will be responsible for managing Accounts Receivable and Accounts Payable tasks, ensuring timely and accurate processing of financial transactions.Key Responsibilities:- Manage and reconcile...
-
Finance Associate
3 weeks ago
Delhi, Delhi, India PNUD Argentina Full time{"Job Title": "Finance Associate", "Job Summary": "We are seeking a highly skilled Finance Associate to join our team at PNUD Argentina. The Finance Associate will be responsible for providing financial management and reporting services to our programs and projects. The ideal candidate will have a strong background in finance, accounting, and administration,...
-
Financial Management Associate
3 weeks ago
Delhi, Delhi, India Bo international Full timeAbout this Role: We are seeking a highly skilled Financial Management Associate to join our team at Bo international. The successful candidate will be responsible for providing seamless day-to-day accounting services, including vouchers, receipts, bills, payments, bank reconciliation, stock, petty cash records, sales purchase registers, and banking....
-
Financial Associate
4 weeks ago
Delhi, Delhi, India Career Craft Consultants Full timeWe are seeking an experienced Finance Associate to support our Corporate office at Delhi. Key Responsibilities:Providing financial support to the Corporate officeAssisting with financial tasks and projectsCoordinating with team members to ensure smooth operationsRequirements:Experienced Candidates onlyGood communication skillsAbility to work in a team...
-
Financial Service Associate
4 weeks ago
Delhi, Delhi, India HDFC Sales Private Limited Full timeKey Responsibilities:Business Performance: Achieve business targets for all financial products as defined and agreed upon.Relationship Building: Manage relationships with HDFC Limited executives and maintain good relations with channel partners and DSA.Account Management: Manage and service existing customer portfolios, coordinating with TM/Coordinator/SM...
-
Client Service Associate
6 months ago
Delhi, India Big Bee Consultant Full timeDesignation/ Role: Client Associate Experience: 1 to 3 years - experience Location: Bangalore / Mumbai / Delhi Education: Graduate with AFP/CFP/QPFP Industry: Financial Services / Personal Finance Job description: - Supporting the Client Relationship Manager in identifying client needs and providing them with the right financial planning assistance. -...
-
Financial Operations Associate
4 weeks ago
Delhi, Delhi, India RTI International Full timeJob Title: Financial Operations AssociateJob Summary: We are seeking a highly skilled Financial Operations Associate to join our team at RTI International. The successful candidate will be responsible for supporting the Finance Manager and other team members in day-to-day activities of the Finance team, including Accounts Payables, Accounts Receivables,...
-
B2b Sales Associate
6 months ago
Delhi, India Business Financial Group Full timeThis is a remote position. **Job Description - B2B Sales Associate** **Job Title - **B2B Sales Associate Job Number-530 **Job Category-**Full Time 40 hours per week. **Job Location-**Virtual Business Financial Group (BFG) is a family-owned and operated professional Accounting Company based in Atlanta, Georgia, USA. We are committed to providing...
-
Financial Services Associate
4 weeks ago
Delhi, Delhi, India Career Craft Consultants Full timeWe are seeking a highly skilled Finance Business Partner to join our team at Career Craft Consultants. This role will focus on Accounts Receivables, Accounts Payables, and Income Audit.Key Responsibilities:Manage financial transactions and ensure accurate accounting records.Monitor and resolve any discrepancies in financial statements.Collaborate with the...