Financial Advisor

2 weeks ago

Mumbai, India Coppergate Consultancy Pvt.Ltd Full time

**Job Detail**

**Company Name**: HDFC Sales

**Location**: Mhape (Navi Mumbai)

**Designation**: Financial Advisor (Full Time)

**Description**:
Process Insurance Sales
No. of Requirements 20
Gender Male/female

About Process : Insurance sales involves selling various types of insurance to customers, including home, life, health and auto insurance.
People who sell insurance are often referred to as insurance agents or brokers. Many focus on individual policies and needs, although some offer insurance products to commercial clients.
Title Financial Advisors
Location Mahape - Navi Mumbai

Requirement : Contact businesses and private individuals by telephone to promote services
Should be able to explain the product and its benefits to the customers
Customer follow up and feedback post initial interaction
Resolving customer queries
Record customer and transaction details and obtaining customer information
Schedule appointments for sales staff to meet prospective customers.
Information gathering and management
Persuasiveness, Adaptability, Initiative, Negotiation skills, High energy levels, Self-motivation
Relevant work experience in sales, marketing, promotions or telemarketing
1-3 years in sales

Education

Shift Timings 9:30am - 5:30pm
Transport Boundaries N/A
Transport Facility N/A
Salary range Upto 22k P.M + Incentives
Weekly off Sat and Sun fixed off
USP Growth, Salary, Day shift,Brand

Rounds of Interview : HR (Check previous experience, Qualification, Age, Communication skills, Compensation, Stability) Operations (Process knowledge, Age, Stability, Communication skills, Compensation) Client (Check knowledge and experience)
Documents : Educational + Identity Proof + Residential Proof + Offer Letter + Salary Proof (Bank Statement/Payslip) + Relieving letters

Vendor Payout 8.33%
Clawback 90 Days

**Company Overview**:
HDFC Sales is a wholly owned subsidiary of HDFC Ltd. The company has been floated as a distribution arm of HDFC with an objective of offering doorstep service to prospective clients of HDFC group. HDFC Sales offers financial management solutions to individuals encompassing among other products like Home Loans, Life Insurance, Mutual Funds, Fixed Deposits and Property Solutions.

**CTC Detail**:
Min CTC : 2.00 (Lacs)

Max CTC : 2.64 (Lacs)

**Salary**: ₹18,000.00 - ₹22,000.00 per month

**Benefits**:

- Commuter assistance

Schedule:

- Day shift

Ability to commute/relocate:

- Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

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