Financial Services Representative

2 weeks ago


Mumbai, Maharashtra, India HDFC Sales Private Limited Full time

Key Responsibilities:

  • Prospecting and Conversion: Identify and engage with potential customers, converting them into prospects through effective communication and relationship-building.
  • Needs Analysis and Eligibility Profiling: Assess customer needs and eligibility for financial products, providing tailored solutions to meet their requirements.
  • Appointment Setting and Follow-up: Schedule appointments with prospects and follow up with them post-meeting to ensure a smooth sales process.
  • Basis Feedback and Intervention: Seek feedback from prospects to identify areas for improvement and take necessary interventions to satisfy customer needs.
  • Convert Suspects to Prospects to Customers: Responsible for converting prospects into customers through effective sales and marketing strategies.
  • Support to Sales Team: Provide timely support to the sales team in increasing conversions by making prompt calls, following up with prospects, and collaborating with sales officers.
  • Product and Policy Knowledge: Maintain complete knowledge of company products and policies, as well as those of competitors, to provide accurate information to customers.
  • Quality of Conversation: Ensure the quality of conversations with customers, focusing on accuracy, product knowledge, appraisal skills, punctuality, and TOS TAT commitments.
  • Objection Handling: Develop the ability to handle objections effectively, providing solutions to customer concerns.
  • Software Updates and References: Update software effectively, capturing conversations with customers to ensure a seamless handover to other representatives.
  • Market Feedback: Share market feedback with supervisors, highlighting trends and competitor information to inform sales strategies.

Location:

Chennai, Hyderabad, Kochi, Mumbai, New Delhi

Experience:

0.6 year – 2 years

Salary Range:

As per industry standard

Functional Area:

Telesales/Telemarketing Executive/Officer

Employment Type:

Permanent

Desired Candidate Profile:

  • Must be a graduate from any stream
  • Relevant work experience in sales, marketing, promotions, or telemarketing
  • Candidates from banking and insurance background are preferable
  • Proficiency in relevant computer applications


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