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Financial Service Associate

Job Description

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.


PAN India


0 - 3 years

Salary Range:

As per industry standard

Functional Area:

Sales Executive/Officer

Employment Type:


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

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Our Team Says

Don’t just take it from us; let our employees do the talking!

Dayanand Team

Dayanand Shevale,
Area Manager,
Mortgage Sales

img   “My tenure with HDFC Sales has been eventful and fulfilling. I was assigned the role of a ’Subject Matter Expert‘. Meanwhile, I was detected with a severe medical condition which impacted my personal and professional life for around a year. Due to the flexible working environment and extended support by my peers and manager, I was able to see through my situation.”

Varoon Team

Varoon Joshua,
Territory Manager,
Mortgage Sales

img   “HDFC Sales is the first firm where I shifted my domain from HR to Sales & Marketing. The only experience that I brought to this job was people-management. My seniors were kind enough to give me the opportunity. As a Team Manager, I have learned a lot, built networks, grown from managing a team of 12 to now 48 people as an Assistant Sales Manager. 6 years on, I am still learning, building better relationships, understanding people and helping my team make the most of their experience with HDFC Sales.”