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Financial Services Associate/ Lobby Sales Executive - Gurgaon, India - SharkSpade Consultancy

SharkSpade Consultancy

Verified Company

Gurgaon, India

1 month ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

1

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
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).

2.

Relationship Building:

Manage relationship with HL executives mapped to him / her.
Maintain good relations with HDFC Limited

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

Salary:
₹236, ₹300,000.00 per year

Benefits: