FINANCIAL SERVICE ASSOCIATE jobs in Karnal - Amiy Job Placement & Consultants

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  • Applicants Less than 5 Applicants
  • 2021-08-02 2022-02-02

Job Description


Business Targets: Achievement of business targets for all financial products as defined and agreed upon.

Relationship Building:

Manage relationship with HL executives mapped to him/her.

Maintain good relations with HDFC Limited

Maintain good relationship with Channel partners & DSA

Build relationships with the assigned/sourced customer to create opportunities for various products to fulfill the customers financial needs.

Account Management & Servicing:

Manage and service the existing customer portfolio.

Coordinate with the TM / Coordinator / SM for post-sales service requests from the customers (claims, endorsements, policy copy, etc.)

Timely sharing of updated reports with the customers on products being bought by them.

Coordinate with the customers at the time of renewals.

Certification and regulatory compliance:

Be compliant towards the selling of various products by undergoing the training and certification for IRDA, AMFI, etc. towards the selling of insurance and any other products

The FSA has to be conscious and vigilant towards a declaration of the customer information.

Ensure the right quality of business is being sourced.

LOCATION: Jaipur, Pali, Gurgaon, Faridabad, Kaushambi, Gwalior, Sirsa, Rohtak, Zirakpur, Panchkula, Mohali, Pathankot, Shimla, Kurukshetra, Karnal, Khanna, Gomtinagar, Mahanagar

EXPERIENCE: 0 - 3 Years

SALARY RANGE: As per industry standard

FUNCTIONAL AREA: Sales Executive/Officer



Must be a graduate from any stream

Should have a minimum of 6 months of experience in sales (insurance)

Open for traveling

The candidate must have good communication skills

If anybody interested please contact with us on below contact details:


Banking / Financial Services / Stock Broking

Functional Area

Accounting / Auditing / Taxation

Number of Vacancy



Any Bachelor Degree

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