Position : Financial Service AssociateRole 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 theentire 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 variousproducts (insurance, mutual funds etc)Always be well-groomed, and ensure your sales kit is organized and completeMaintain a company-first attitude and be respectful toward fellow colleagues, seniors , partners etcNote: Must have your own two-wheeler.Must be a graduate with experience in Insurance/FD/MF. Freshers Can also apply
hiring for a leading Financial service.Profile Sales officer ( Home loan)min 6 months EXPERIENCE Required in Loan industryGraduation is mustCTC. max upto 2.3LPA + incentiveLocation JodhpurInterested one can dm me with their updated resume on-8077033176 NEED RELEVANT & LOCAL CANDIDATES ONLY
Bancassurance Executive Bancassurance ManagerBancassuranceBanca SalesAgency Development ManagerLife InsuranceLife Insurance AdvisorBFSIBanking SalesBanking InsuranceDirect Sales ExecutiveDirect Marketing ExecutiveDirect ChannelAgency SaleWalk in
To plan and achieve business targets in the area of productivity, new premium, persistency, agent activation etc. Take responsibility for scanning the market for emerging opportunities. To devise and implement sales strategy to promote the productivity of the field force. To promote customer-centric culture among both staff and field force.Job Profile Key Responsibilities: Responsible for quality team development and playing an important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activation: To manage productivity and activation of the Advisors within the team. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. Recruitment of Advisors to ensure growth and productivity. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Candidate should have a minimum of 1 year of experience in any Field / Banking / Insurance/- Direct channel (Life Insurance) experience preferable
As a Banking Sales Manager, your primary responsibility will be to drive sales and revenue for the bank by acquiring new customers and expanding business with existing clients. You will be required to develop and implement sales strategies to meet targets and achieve growth. Key responsibilities include building and maintaining customer relationships, executing marketing initiatives, managing corporate sales accounts, overseeing channel sales activities, and ensuring smooth sales operations.