Financial Service Associate

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.
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• 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.
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• 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.