FSA-Financial Service Associate / Lobby Sales

hirekaro global Services

financial services associate/ lobby sales executive

purpose: the role holder is required to meet his/ her targets through generation of new leads and managing and building relationship with customers mapped to them in order 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 capable

• Experience

  0 - 5 Years

• No. of Openings

  20

• Education

  M.B.A/PGDM, Any Bachelor Degree, Post Graduate Diploma

• Role

  Financial Service Associate

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  Male

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Home