; Immediate Hiring: Financial Services Associate at HDFC Bank - Apply Now
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Financial Services Associate

Naukrihunter.com

1-3 yrs

INR 3-3 Per Annum.

G Block, Near PVR & Bank of Baroda, Vikas Puri, New Delhi- 110018

Posted : 3 days ago

Required Skills

Risk Management, Customer Service Skills, Client Relations, Problem-Solving, Technical Skills, Financial Software Proficiency, Data Analysis, Product Knowledge, Banking Products, NBFC ServicesRegulatory Compliance, Sales and Marketing Skills, Risk Management, Attention to Detail, Adaptability and Learning Agility

Benefits

PF, Incentive, health insurance, Transportation allowance

Shift

Day Shift

Shift

6

Timing

09:30 - 06:30

Number Of Opening

24

Qualification

MBA OR PGDM

Minimum Qualification

MBA or Any Graduate

Gender

Both

Job Type

Full Time

Department

Sales | Business Development

Designation

Financial Services Associate

Address

Vikas Puri, New Delhi- 110018,New Delhi, Delhi,India

Contact Details

Mobile : 8188998899

Email : zeevikain@gmail.com

Url : https://naukrihunter.com/

Short Description

Immediate Hiring Financial Services Associate For HDFC Bank

Job Description

Purpose: The role holder is required to meet his/ her targets by generating new leads and managing and building relationships with customers mapped to them 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 or 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 the 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 are 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 leading 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
  1. Relationship Building:
  • Manage relationships with HL executives mapped to him/her.
  • Maintain good relations with HDFC Limited
  • Maintain good relationship with Channel partners & DSA
  • Build a relationship with the assigned/sourced customer to create opportunities for various products to fulfill the customer’s financial needs.
  1. Account Management & Servicing:
  • Manage and service the existing customer portfolio.
  • Coordinate with the TM / Coordinator / SM for post-sales service requests from 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.
  1. Certification and regulatory compliance:
  • Be compliant towards selling various products by undergoing the training and certification for IRDA, AMFI etc towards selling insurance and any other products
  • The FSA has to be conscious and vigilant towards the declaration of customer information.  In case the FSA feels there is a disconnect in the information shared by the customer versus his/her observation, they need to crosscheck the information before booking the business.
  • Ensure the right quality of business is being sourced.

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