Financial Services Associate

2 weeks ago

Delhi Delhi, India CRUTZ LEELA Full time

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. - 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 is no mistakes while lead updation 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 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 - Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customer’s financial needs. 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. - Co-ordinate with the customers at the time of renewals. 4. 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. **Job Types**: Full-time, Permanent **Salary**: ₹20,000.00 - ₹27,000.00 per year Schedule: - Day shift Supplemental pay types: - Yearly bonus **Experience**: - Sales: 5 years (preferred) Work Location: In person

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