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

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  • Job View 41 Views
  • 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


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


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


o Closely monitor the HL data of the HL executives mapped to maximize the business


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,


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


Banking / Financial Services / Stock Broking

Functional Area

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

Number of Vacancy



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


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