Relationship Officer

18 hours ago


Chennai, India HDFC SALES PRIVATE LIMITED Full time

Great Opportunity to work with HDFC, Top Most Banking Brand of India,

We are Back now and Opened for Recruitment after Covid'19.

Greetings From HDFC Sales

LOCATION: TOLICHOWKI, HYDERABAD

EXPERIENCE:
0 - 3 years

SALARY RANGE:
As per industry standard

FUNCTIONAL AREA:
Relationship Officer

EMPLOYMENT TYPE:
Permanent

DESIRED CANDIDATE PROFILE:
Must be a graduate from any stream
Having minimum 6 months of experience in sales (insurance) is additional advantage.
Open for travelling.

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

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.

Account Management & Servicing:
Manage and service the existing customer portfolio.
Coordinate with the TM / Coordinator / SM for post sales service request form the customers (claims, endorsements, policy copy etc.)

Timely sharing of updated reports with the customers on products being bought by them.

Co-ordinate with the customers at the time of renewals.

Certification and regulatory compliance:
Be compliant towards selling of various products by undergoing the training and certification for IRDA, AMFI etc. towards selling of insurance and any other products

The FSA has to be conscious and vigilant towards declaration of the customer information.

Ensure the right quality of business being sourced.

**Salary**: From ₹15,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Health insurance
- Leave encashment
- Provident Fund

Schedule:

- Day shift
- Fixed shift

Supplemental Pay:

- Commission pay
- Yearly bonus

Ability to commute/relocate:

- Chennai, Tamil Nadu: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelor's (required)

Willingness to travel:

- 75% (required)



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