Hiring Financial Services Associate

2 days ago

Kochi Kerala, India Digital Orbis Creators LLP Full time

**Job Description of Financial Services Associate**:
Closely monitor the respective HL data basis below point:
“Pre sanction customers” not to be targeted

“Post sanction customers”- Tele-call & fix the appointment to meet all the customers mapped with the help of HLE’s.

Please refer to the tele-calling pitch before contacting

Build a good rapport with HLEs and ensure 100% joint call with HLEs.

Basis HL data, FSA’s to meet 4-5 customers.

Before the meeting, executive needs to fill in the below details in PFR so that time is saved

Customer details like Name, DOB, and Contact Details.

Home loan account no, amount & HL cover required

Spouse & Children’s name & age.

Ensure PFR on every call. If 1st call is a Joint Call with HLE, then either do PFR once HLE has left or do PFR in the next call.

Below points to be taken care while doing PFR (please refer the PFR script for your reference)

Meeting opening & rapport building

Tax implication
- 24B, 80C, 80D, 80CCF etc.

Liability Calculation
- HL Liability, Household Expenses, Childs Education & Marriage Liability

Saving needs/ Future Value
- Childs Education/ Marriage, Retirement

Collect data for selling Motor Insurance, Health Insurance & FD.

Take References

Ensure that PFR 1 pager is properly filled and documented & filed, till LMS is live. Post that PFR to be recorded in LMS.

Basis PFR, FSA to understand the needs of the customer and recommend investment / Insurance options for the same. Try ensuring sale of combo plan i.e. a loan protection funded plan to cover home loan and a ULIP plan to build corpus and fulfill future savings needs.

Login at least one SLIC, HSP & Deposit policy in 1st seven days of the month (to get active)

Be updated on product knowledge and market information.

Attend regular product trainings arranged by Location head & HDFC Life & Ergo.

Meet/ exceed the targets allocated to him.

Penetration target of 25% each in HSP and HDFC Life

Deposit target based on tier wise target (Please refer the target sheet) &
Open market target. (Please refer the target sheet)

Clear the IRDA SP certification for SLIC, Ergo & AMFI.

To generate minimum 4 times of G salary.

To ensure that all the renewal cases are renewed.

**Job Types**: Full-time, Permanent

Pay: ₹222,000.00 per year

**Benefits**:

- Health insurance
- Life insurance
- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus
- Yearly bonus

**Experience**:

- total work: 1 year (preferred)

Willingness to travel:

- 25% (preferred)

Work Location: In person

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