Financial Services Associate

5 days ago

Gurugram Haryana, India Quess IT staffing Full time

The role holder is required to meet his/her targets of insurance against loans through the generation of new leads and managing and building relationships with customers mapped to them to cross-sell Financial Services/products.

**Role & 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 company
- Ensure proper customer profiling on each call/customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.
- Communicate the necessary details to the customers for the products being bought by them.
- Ensure the sale is completed through/in line with the defined sales process.
- Coordinate 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 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 offerings to be able to handle customer objections.

Relationship Building:

- Manage relationships with HL executives mapped to him/her.
- Maintain good relations with HDFC Limited
- Maintain good relationships with Channel partners & DSA
- Build a relationship with the assigned/sourced customer to create opportunities for various products to full-fill the customer’s financial needs.

**Desired Applicant**
- Knowledge of all products of HDFC and competition
- Ability to sell products and provide required services to customers
- Ability to analyse credit document and derive eligibility
- Ability to handle objections

**Behavorial Competencies**:

- Interpersonal Skills Customer Relationship Management
- Planning Geography Mapping, Sales Management
- Selling Skills Conversions, Handling Customer Objections

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

Pay: ₹231,867.17 - ₹350,000.00 per year

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Fixed shift
- Morning shift

Supplemental pay types:

- Commission pay
- Performance bonus
- Yearly bonus

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

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