Financial Service Associate

2 days ago

Hyderabad, India Auraa Solutions Full time

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.
- 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. In case FSA feels there is disconnect in the information shared by customer versus his/her observation, they need to crosscheck the information before booking the business.
- Ensure the right quality of business being sourced.
- Must be a graduate from any stream
- Should have minimum 6 months of experience in sales (insurance)
- Open for travelling

**Salary**: ₹1.80 - ₹2.80 per year

Schedule:

- Day shift

Ability to commute/relocate:

- Hyderabad, Telangana: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- 3years: 1 year (required)

**Speak with the employer**
+91 9902782905

  • Senior Financial Services Associate

    2 weeks ago

    Hyderabad, Telangana, India beBeeFinancial Full time ₹ 12,000 - ₹ 15,000

    Senior Financial Services AssociateWe are seeking a highly skilled Senior Financial Services Associate to join our team.Job Description:The ideal candidate will possess strong accounting knowledge and excellent communication/presentation skills. They will be responsible for providing financial advisory services, preparing financial statements, and conducting...

  • Financial Services Associate

    6 days ago

    Hyderabad, India Careers at Tide Full time

    **Who are Tide**: At Tide, we're on a mission to save businesses time and money. We're the leading provider of UK SME business accounts and one of the fastest-growing FinTechs in the UK. Using the latest tech, we design solutions with SMEs in mind and our member-driven financial platform is transforming the business banking market. Not only do we offer our...

  • Financial Services Associate

    2 weeks ago

    Hyderabad, Telangana, India Careers at Tide Full time

    **ABOUT TIDE**: At Tide, we are building a finance platform designed to save small businesses time and money. We provide our members with business accounts and related banking services, but also a comprehensive set of connected administrative solutions from invoicing to accounting. Launched in 2017, Tide is now used by over **1 million small businesses**...

  • Financial Associate

    1 week ago

    Hyderabad, Telangana, India beBeeAccounting Full time ₹ 60,000 - ₹ 80,000

    Financial AssociateWe are seeking a skilled Financial Associate to join our team.Key Responsibilities:Maintain accurate and up-to-date financial records in Zoho Books.Process journal entries, payments, receipts, and other financial transactions.Requirements:0-2 years of experience in accounting or finance.Strong knowledge of financial software and...

  • Financial Services Account Associate Ii

    2 weeks ago

    Hyderabad, Telangana, India FIS Full time

    Position Type Full time Type Of Hire Experienced relevant combo of work and education Education Desired Bachelor of Commerce Business Travel Percentage 0 Are you curious motivated and forward-thinking At FIS you ll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology Our...

  • Financial Services Specialist

    2 weeks ago

    Hyderabad, Telangana, India beBeeMortgage Full time ₹ 65,000 - ₹ 75,000

    Mortgage Associate RoleOur organization is seeking a skilled professional to fill the position of Mortgage Associate. As a key member of our team, you will be responsible for supporting the end-to-end mortgage application process.About the PositionThis role involves reviewing and processing mortgage applications to ensure completeness and accuracy. You will...

  • Financial Services Account Associate Specialist

    5 days ago

    Hyderabad, India FIS Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Travel Percentage : 0% Are you curious, motivated, and forward-thinking? At FIS, you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part...

  • Financial Reporting

    1 week ago

    Hyderabad, Telangana, India State Street Full time

    Who we are looking for: The purpose of the job is to provide end to end support to investment company clients for timely completion of preparation of financial statements, portfolio schedules and associated mandatory reporting’s within stringent deadlines for audit / review and successful submission to the regulators. Why this role is important to us: ...

  • Financial Advisor

    4 days ago

    Hyderabad, India Elworthy Financial Group Full time

    Job description Join the team of an Australian-based company providing office management services for small to medium- sized businesses. Our CLIENT is a Financial planning company based in Australia. He is initially looking for an assistant to an adviser who can assist with daily administrative tasks, with the view to moving into a paraplanner and/or...

  • Operations and Customer Service Executive

    5 days ago

    Hyderabad, India Prosavers Financial Services Full time

    Company Description Prosavers Financial Services is a distributor of a diverse range of financial products, including Life Insurance, Health Insurance, Motor Insurance, Mutual Funds, Portfolio Management Service, Alternative Investments, Fixed Income Investments, Housing Loan, Business Loan, Mortgage Loans, and Personal Loans. We help individuals and...