Financial Services Associate

2 weeks ago

Bengaluru, Karnataka, India Profex Tech Full time ₹ 5,00,000 - ₹ 10,00,000 per year

Role and Responsibility:


• To monitor closely the HL data and cross-sell insurance (HDFC Life and Non

Life), fixed deposits, and other products as introduced by the company to

home loan customers of HDFC Sales


• To source open market business too and achieve the targets assigned


• To be completely aware of the products being offered by the company and

understand competition offering and handle customer objections


• To ensure proper customer profiling on each call/customer visit, to identify

and understand his/her needs and accordingly recommend investment and

Insurance options


• Relationship building with the Home Loan Executives to whom he is mapped

and to ensure joint calls with the HLE to ensure maximum attachments of the

files being disbursed


• To build a relationship with the customer so that he/she is able to cross-sell

other product offering based on the need of the customer, thereby managing the

entire account of customer. FSA to ensure to source customers family details,

other general insurance details, other loan details, etc.


• To be in sync and work together with the partner representatives


• Understanding the joint ownership of the customer at the time of servicing

etc.


• To ensure timely renewal of the business sourced


• To ensure appropriate processes defined are being followed and undergo the

training and certification for being compliant towards selling of various

products (insurance, mutual funds, etc.)


• To always be well-groomed, and his sales kit should be organized and

complete


• To maintain a company-first attitude and be respectful in attitude towards

other fellow colleagues, seniors, partners, etc.

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