Urgent Opening financial Service Associates

1 week ago

Gandhinagar, India rojgari Full time

Purpose: The role holder is required to meet his/ her targets through generation of new leads and
managing and building relationship with customers mapped to them in order to cross sell Financial
Services products.
Desired Background: MBA / Graduates with minimum 1 year of experience
KPA & Activities:
1. 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.
2. Relationship Building:
Manage relationship with HL executives mapped to him / her.
Maintain good relations with HDFC Limited
Maintain good relationship with Channel partners & DSA
3. 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.
- Experience- 1 - 4 Years- Salary- 49 Thousand 9 Hundered 90 9 To 2 Lac P.A.- Industry- Financial Services / Banking, Investments / Insurance / stock market / Loan- Qualification- Other Bachelor Degree- Key Skills- sales sales officer marketing loans home loans mortgage loansAbout Company
- Contact Person- Mr. Jay- Address- 403 & 404, Adarsh Plaza, Opp. GSPC Gas, Nr. Raiya Telephone Exchange, 150 ft Ring Road- Mobile +91-XXXXXXXXXX

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