HDFC SALES RECRUITMENT

IEM Daily       April 25, 2024   

FINANCIAL SERVICE ASSOCIATE

Company: HDFC Sales

CTC: As per industry standard

Location: PAN India

ROLES & RESPONSIBILITIES:

• 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 relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customer’s financial needs.

Account Management & Servicing:

• Manage and service the existing customer portfolio.
• Coordinate with the TM / Coordinator / SM for post sales service request form the customers (claims, endorsements, policy copy etc.)
• Timely sharing of updated reports with the customers on products being bought by them.
• Co-ordinate with the customers at the time of renewals.

Certification and regulatory compliance:

• Be compliant towards selling of various products by undergoing the training and certification for IRDA, AMFI etc. towards selling of insurance and any other products
• The FSA has to be conscious and vigilant towards declaration of the customer information.
• Ensure the right quality of business being sourced.

LOCATION:
PAN India

EXPERIENCE:
0 - 3 years

SALARY RANGE:
As per industry standard

FUNCTIONAL AREA:
Sales Executive/Officer

EMPLOYMENT TYPE:
Permanent

DESIRED CANDIDATE PROFILE:

• Must be a graduate from any stream
• Should have minimum 6 months of experience in sales (insurance)
• Open for travelling
• Candidate must have good communication skills