Financial Services Associate || Jaipur || Jodhpur || Udaipur
- Profex Tech
- 0 - 5 years
- Udaipur
- 5 days ago
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Job Description
Role and Responsibility:
To monitor closely the HL data and cross-sell insurance (HDFC Life and Non
Life), fixed deposits, and other products as introduced by the company to
home loan customers of HDFC Sales
To source open market business too and achieve the targets assigned
To be completely aware of the products being offered by the company and
understand competition offering and handle customer objections
To ensure proper customer profiling on each call/customer visit, to identify
and understand his/her needs and accordingly recommend investment and
Insurance options
Relationship building with the Home Loan Executives to whom he is mapped
and to ensure joint calls with the HLE to ensure maximum attachments of the
files being disbursed
To build a relationship with the customer so that he/she is able to cross-sell
other product offering based on the need of the customer, thereby managing the
entire account of customer. FSA to ensure to source customers family details,
other general insurance details, other loan details, etc.
To be in sync and work together with the partner representatives
Understanding the joint ownership of the customer at the time of servicing
etc.
To ensure timely renewal of the business sourced
To ensure appropriate processes defined are being followed and undergo the
training and certification for being compliant towards selling of various
products (insurance, mutual funds, etc.)
To always be well-groomed, and his sales kit should be organized and
complete
To maintain a company-first attitude and be respectful in attitude towards
other fellow colleagues, seniors, partners, etc.
Job Classification
Industry: BankingFunctional Area / Department: Finance & AccountingRole Category: FinanceRole: Finance ExecutiveEmployement Type: Full timeContact Details:
Company: Profex TechLocation(s): Udaipur
Keyskills: Cross-Selling Target Achievement Insurance Sales Fixed Deposits Financial Product Knowledge Customer Need Analysis Open Market Sourcing Joint Calls Product Pitching Business Renewal Relationship Management Process Compliance Customer Profiling Objection Handling
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