Financial Services Associate
2 weeks ago
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 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
2. Relationship Building:
- Manage relationship with HL executives mapped to him / her.
- Maintain good relations with HDFC Limited
- Maintain good relationship with Channel partners & DSA
- Build relationship with the assigned / sourced customer to create opportunities for various
products to fulfil the customer’s financial needs.
3. Account 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.
4. 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.
**Job Types**: Full-time, Permanent
**Salary**: ₹20,000.00 - ₹27,000.00 per year
Schedule:
- Day shift
Supplemental pay types:
- Yearly bonus
**Experience**:
- Sales: 5 years (preferred)
Work Location: In person
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