Banking Executive

Plutometrix
Hyderabad
₹15,000 - ₹55,000 monthly*

Fixed

₹15,000 - ₹25,000

Average Incentives*

₹30,000

Earning Potential

₹55,000

Field JobField Job
Full TimeFull Time
Any experienceAny experience
Good (Intermediate / Advanced) EnglishGood (Intermediate / Advanced) English

Job highlights

6 applicants

6 applicants

Benefits include:  PF, Health Insurance

Benefits include: PF, Health Insurance

Job Description


  • Roles & Responsibilities: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.

Job role

Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryBanking/Loan Sales
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceAny experience
Education
EducationPost Graduate
Skills
SkillsMutual funds, Housing loan, Gold Loan Sales, Business Loans, Loan Against Property, Education Loans, Personal Loans, Two-Wheeler Loans, Corporate Loans, Credit Cards, Vehicle Loans, Micro Loan Sales, Motor Insurance, Property Loan, LAP (Loan against property)
English level
English levelGood (Intermediate / Advanced) English
Regional language
Regional languageFluent in speaking Telugu, Hindi
Assets
AssetsTwo-wheeler Vehicle, Two Wheeler Driving License
Degree/ Specialisation
Degree/ SpecialisationAny ME/M.Tech, Any MCA, Any M.Com, Any Master, Any MBA (Atleast one)
Age limit
Age limit22 - 33 years
Gender
GenderAny gender

About company

Name
NamePlutometrix
Address
AddressHyderabad, Telangana, India
Job posted by Plutometrix

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You can expect a minimum salary of 15,000 INR and can go up to 55,000 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed Post Graduate degree and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Hyderabad to get hired quickly.

The candidate should have Good (Intermediate / Advanced) English skills and sound communication skills for this job.

Both Male and Female candidates can apply for this job.

No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Hyderabad at apna.

No work-related deposit needs to be made during your employment with the company.

Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.

The last date to apply for this job is 4 Jun 2026. For more details, download apna app and find Full Time jobs in Hyderabad . Through apna, you can find jobs in 64 cities across India. Join NOW!