Loan Executive/Finance Officer

Peaceland Consultancy Services Pvt. Ltd.

We have opeing for HDFC SALES PVT. LTD. Product(customer deposits, Investments, insurance, etc.) job description Financial Service Associate

Role and Responsibility:

 Business Targets: Achievement of business targets for all financial products as defined and

agreed upon.

o Meet customers to sell all financial products

o Meet & counsel Walk -in & DSA customers who have been referred to him / her by HDFC

Limited

o Influence customers to buy FD who have no prior HDFC Deposit relationship.

o Ensure proper customer profiling on each call / customer visit, to identify and understand

his/her needs and accordingly recommend investment and Insurance options.

o Obtain appropriate documents / information from the client and ensure the forms are

duly completed before logging the sale.

o Communicate the necessary details to the customers for the products being bought by

them.

o Ensure sale is completed through / in line with the defined sales process.

o Maintain product mix across types of loans / value of loans (Eqt., Housing, etc.)

o and appropriate open market share for all products (PAR / ULIP / Non Par).

o Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM

representatives).

o Closely monitor the HL data of the HL executives mapped to maximize the business

opportunities.

o Ensure maximum joint calls with each HL executive mapped.

o Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy,

etc.)

o Ensure that all documents are properly scanned and there are no mistakes while lead

updating in the system.

o Be completely aware of the products being offered by the company and understand

competition offering to be able to handle customer objections.

o Be updated with the latest product features to enhance his / her selling abilities

o Ensure all desired matrix and business composition (persistency, funded, non-funded,

etc.) are met

• Experience

  1 - 5 Years

• No. of Openings

  9

• Education

  B.A, B.Com, Any Bachelor Degree, Professional Degree

• Role

  Finance Officer

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  Male

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office