Finance Officer jobs in Chandapura (Bangalore) - PEACELAND CONSULTANCY SERVICES PVT.LTD.

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  • Applicants Less than 5 Applicants
  • 2021-04-22 2021-10-22

Job Description

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

Industry

Banking / Financial Services / Stock Broking

Functional Area

Financial Services / Banking, Investments / Insurance / stock market / Loan

Number of Vacancy

9

Qualification

Professional Degree, Any Bachelor Degree, B.A, B.Com


About PEACELAND CONSULTANCY SERVICES PVT.LTD.

Peaceland consultancy services Pvt. Ltd is one of the best Education & PlacementConsultant, acknowledge for providing best guidance and counseling to the students. You can study abroad in best Colleges and Universities of the world, include UK, USA, Australia, Canada, Ireland, and New Zealand.Peaceland consultancy will also have an update on the vacancy in companies which can help an apart candidate for a specific job. We offer the best Colleges/University, scholarship to the undergraduates, post graduates as well as tutorial services for IELTS/GMAT/GRE etc for all interested students.

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