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Hiring Financial Services Associate
4 weeks ago
**Job Description of Financial Services Associate**:
Closely monitor the respective HL data basis below point:
“Pre sanction customers” not to be targeted
“Post sanction customers”- Tele-call & fix the appointment to meet all the customers mapped with the help of HLE’s.
Please refer to the tele-calling pitch before contacting
Build a good rapport with HLEs and ensure 100% joint call with HLEs.
Basis HL data, FSA’s to meet 4-5 customers.
Before the meeting, executive needs to fill in the below details in PFR so that time is saved
Customer details like Name, DOB, and Contact Details.
Home loan account no, amount & HL cover required
Spouse & Children’s name & age.
Ensure PFR on every call. If 1st call is a Joint Call with HLE, then either do PFR once HLE has left or do PFR in the next call.
Below points to be taken care while doing PFR (please refer the PFR script for your reference)
Meeting opening & rapport building
Tax implication
- 24B, 80C, 80D, 80CCF etc.
Liability Calculation
- HL Liability, Household Expenses, Childs Education & Marriage Liability
Saving needs/ Future Value
- Childs Education/ Marriage, Retirement
Collect data for selling Motor Insurance, Health Insurance & FD.
Take References
Ensure that PFR 1 pager is properly filled and documented & filed, till LMS is live. Post that PFR to be recorded in LMS.
Basis PFR, FSA to understand the needs of the customer and recommend investment / Insurance options for the same. Try ensuring sale of combo plan i.e. a loan protection funded plan to cover home loan and a ULIP plan to build corpus and fulfill future savings needs.
Login at least one SLIC, HSP & Deposit policy in 1st seven days of the month (to get active)
Be updated on product knowledge and market information.
Attend regular product trainings arranged by Location head & HDFC Life & Ergo.
Meet/ exceed the targets allocated to him.
Penetration target of 25% each in HSP and HDFC Life
Deposit target based on tier wise target (Please refer the target sheet) &
Open market target. (Please refer the target sheet)
Clear the IRDA SP certification for SLIC, Ergo & AMFI.
To generate minimum 4 times of G salary.
To ensure that all the renewal cases are renewed.
**Job Types**: Full-time, Permanent
Pay: ₹222,000.00 per year
**Benefits**:
- Health insurance
- Life insurance
- Provident Fund
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
- Yearly bonus
**Experience**:
- total work: 1 year (preferred)
Willingness to travel:
- 25% (preferred)
Work Location: In person
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