Financial Services Associate/ Lobby Sales Executive

IGlobal Careers

Purpose:The role holder is required to meet his/ hertargets through generation of new leads and managing and building relationship with customers mapped to them inorder to cross sell Financial Services products.

Desired Background : MBA / Graduates with minimum 1 year of experience

KPA & Activities:

1. 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 HDFC Limited

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

• Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.

• Obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale.

• Communicate the necessary details to the customers for the products being bought by them.

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

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

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

• Co-ordinate 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 maximum joint calls with each HL executive mapped.

• Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy, etc.)

• 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 offering to be able to handle customer objections.

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

• Ensure all desired matrix and business composit

• Experience

  1 - 4 Years

• No. of Openings

  4

• Education

  Any Bachelor Degree

• Role

  Financial Services

• Industry Type

  Insurance / Claims

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office