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Financial Service Associate
4 days ago
We are hiring For
Role : Financial Service Associate
Location : Vadodara |Genda Circle | Vasna Bhayli | Waghodia
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 assigned
To 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 customer’s 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 etc.
To 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 complete
To maintain company first attitude and be respectful in attitude towards other
fellow colleagues, seniors, partners etc.
**Job Types**: Full-time, Regular / Permanent
Pay: Up to ₹17,000.00 per month
Schedule:
- Day shift
Supplemental pay types:
- Commission pay
- Performance bonus
Ability to commute/relocate:
- Vadodara, Gujarat: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- total work: 1 year (preferred)
**Speak with the employer**
+91 9898626954
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