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.
Location:
PAN IndiaExperience:
0 - 3 years
Salary Range:
As per industry standard
Functional Area:
Sales Executive/Officer
Employment Type:
Permanent
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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“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.”
