Field Sales Associate Hdfcxp

3 days ago

Kolkata, India crewbyte solutions Full time

Designation: Field Sales Associate

**Salary**: 12K-14K\M

Allowance: Upto INR 2,000 Travel Allowance monthly Experience: Freshers - 2 years of experience Location: Gariahat, Kolkata. Salt Lake, Sector 5, Kolkata

Role and Responsibility:

- Business Targets: Achievement of business targets for all financial products as defined and agreed upon.
- 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.

Relationship Building: - Manage relationship with HL executives mapped to him / her. - Maintain good relations with HDFC Limited - Maintain good relationship with Channel partners & DSA - Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customer’s financial needs

**Salary**: ₹12,000.00 - ₹14,000.00 per month

**Benefits**:

- Provident Fund

Schedule:

- Monday to Friday

**Speak with the employer**
+91 9550147983

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