Financial Services Assistant
3 months ago
o 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 are no mistakes while lead updating 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
**Job Types**: Full-time, Regular / Permanent
**Salary**: ₹18,000.00 - ₹22,000.00 per month
**Benefits**:
- Health insurance
- Paid sick time
- Provident Fund
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
Application Question(s):
- Do you have a two-wheeler? Yes / No
**Education**:
- Bachelor's (required)
**Language**:
- English (required)
- Tamil (required)
**Speak with the employer**
+91 7892596329
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