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