Financial Service Associate - Full Time Freshers

Position : Financial Service Associate

Role and Responsibility:

To monitor closely the HL data and cross sell insurance (HDFC Life and Non Life), fixed deposits and other products as introduced by the company to home loan customers of HDFC Sales

To source open market business too and achieve the targets assigned

To be completely aware of the products being offered by the company and understand competition offering and handle customer objections

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

Relationship building with the Home Loan Executives to which he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed

To build a relationship with the customer so that he/ she is able to cross sell other product offering basis the need of the customer, thereby managing the

entire account of customer. FSA to ensure to source customers family details, other general insurance details, other loan details etc

To be in sync and work together with the partner representatives

Understanding the joint customer ownership at the time of servicing etc

To ensure timely renewal of the business sourced

To ensure appropriate processes defined are being followed and undergo the training and certification for being compliant towards selling of various

products (insurance, mutual funds etc)

Always be well-groomed, and ensure your sales kit is organized and complete

Maintain a company-first attitude and be respectful toward fellow colleagues, seniors , partners etc

Note: Must have your own two-wheeler.

Must be a graduate with experience in Insurance/FD/MF.

Freshers Can also apply

• Experience

  0 - 2 Years

• No. of Openings

  5

• Education

  Graduate

• Role

  Financial Service Associate

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  Bhiwadi