Financial Services Associate - Ghaziabad, Uttar Pradesh, India - CRUTZ LEELA

CRUTZ LEELA
CRUTZ LEELA
Verified Company
Ghaziabad, Uttar Pradesh, India

1 week ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Description

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:

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).

  • Coordinate 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


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.
  • Coordinate 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. 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.

Job Types:
Full-time, Permanent


Salary:
₹15, ₹25,000.00 per month


Benefits:


  • Provident Fund

Schedule:

  • Day shift

Supplemental pay types:

  • Performance bonus

Experience:

- total work: 1 year (preferred)


Work Location:
In person


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