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