Financial Service Associate

1 day ago


Marathahalli Village, Karnataka, India Hdfc Sales Pvt Ltd Full time ₹ 4,00,000 - ₹ 12,00,000 per year

Roles & Responsibilities:

Business Targets: Achievement of business targets for all financial products as defined and agreed upon.

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.
  • Ensure the right quality of business being sourced.


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