Financial Services Associate

3 weeks ago

Chandigarh, Chandigarh, India E Solutions Full time
Job Description

Role and Responsibilities:

- Cross-Selling Financial Products:
- Proactively monitor Home Loan (HL) data to identify opportunities for cross-selling insurance products (both HDFC Life and Non-Life), fixed deposits, and other financial products to home loan customers of HDFC Sales.
- Business Sourcing & Target Achievement:
- Generate new business through open market sourcing in addition to leveraging internal leads. Consistently meet or exceed assigned sales targets.
- Product & Market Knowledge:
- Maintain in-depth knowledge of all products offered by the company. Stay updated on competitors offerings to effectively address and overcome customer objections.
- Customer Profiling & Need-Based Selling:
- Conduct thorough profiling during customer interactions (calls or visits) to understand financial needs and recommend suitable investment and insurance solutions.
- Collaboration with Home Loan Executives:
- Build strong relationships with mapped Home Loan Executives (HLEs). Conduct joint customer calls with HLEs to maximize cross-selling at the time of loan disbursement.
- Holistic Customer Relationship Management:
- Foster long-term relationships with customers by addressing their broader financial needs. Capture and manage customer details including family, insurance, and loan information for future engagement.
- Partner Coordination:
- Work closely and in sync with partner representatives to ensure seamless customer servicing and business generation.
- Shared Customer Ownership:
- Acknowledge joint ownership of customer relationships, ensuring consistent servicing and support.
- Business Renewal & Compliance:
- Ensure timely renewal of sourced business. Follow all defined sales processes and complete necessary training and certifications to remain compliant with regulations (insurance, mutual funds, etc.).
- Professionalism & Presentation:
- Maintain a professional appearance and ensure the sales kit is well-organized and up-to-date at all times.
- Work Ethic & Company Culture:
- Demonstrate a company-first mindset and uphold respectful conduct towards colleagues, superiors, and partners.

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