Purpose: The role holder is required to meet his/ her targets through generation of new leads and managing and building relationship with customers mapped to them in order to cross sell Financial Services products. Desired Background: MBA / Graduates with minimum 1 year of experience KPA & Activities: 1. Business Targets: Achievement of business targets for all financial products as defined and agreed upon.  Meet customers to sell all financial products  Meet & counsel Walk -in & DSA customers who have been referred to him / her by HDFC Limited  Influence customers to buy FD who have no prior HDFC Deposit relationship.  Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.  Obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale.  Communicate the necessary details to the customers for the products being bought by them.  Ensure sale is completed through / in line with the defined sales process.  Maintain product mix across types of loans / value of loans ( Eqt, Housing, etc) and appropriate open market share for all products ( PAR / ULIP / Non Par).  Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM representatives).  Closely monitor the HL data of the HL executives mapped to maximize the business opportunities.  Ensure maximum joint calls with each HL executive mapped.  Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy, etc.) ​  Ensure that all documents are properly scanned and there is no mistakes while lead updation in the system.  Be completely aware of the products being offered by the company and understand competition offering to be able to handle customer objections.  Be updated with the latest product features to enhance his / her selling abilities  Ensure all desired matrix and business composition (persistency, funded, non funded, etc.) are met 2. 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. 3. 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. 4. 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. In case FSA feels there is disconnect in the information shared by customer versus his/her observation, they need to crosscheck the information before booking the business.  Ensure the right quality of business being sourced. ​

More about this Financial Services Associate job

HDFC Sales Pvt Ltd is aggressively hiring for the job profile of Financial Services Associate at Rajkot in Atkot locality. Kindly go through the FAQs below to get all answers related to the given job. 1. How much salary can I expect? Ans. You can expect a minimum salary of 14,000 INR and can go up to 20,000 INR. The salary offered will depend on your skills, experience and performance in the interview. 2. What is the eligibility criteria to apply for this job? Ans. The candidate should have completed Graduate degree and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Rajkot to get hired quickly. 3. Is there any specific skill required for this job? Ans. The candidate should have Good (Intermediate / Advanced) English skills and sound communication skills for this job. 4. Who can apply for this job? Ans. Both Male and Female candidates can apply for this job. 5. Is it a work from home job? Ans. 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 Rajkot at apna. 6. Are there any charges or deposits required while applying for the role or while joining? Ans. No work-related deposit needs to be made during your employment with the company. 7. How can I apply for this job? Ans. Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview. 8. What is the last date to apply? Ans. The last date to apply for this job is 26-May-2022. For more details, download apna app and find Full Time jobs in Rajkot. Through apna, you can find jobs in 74 cities across India. Join NOW!