Insurance Sales Executive

Role 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 the entire 

account of customer. FSA to ensure to source customer’s family details, other 

general insurance details, other loan details etc. 

To be in sync and work together with the partner representatives 

Understanding the joint ownership of the customer 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 various products 

(insurance, mutual funds etc.) 

To always be well groomed and his sales kit should be organized and complete 

To maintain company first attitude and be respectful in attitude towards other fellow 

colleagues, seniors, partners etc.