Financial Service Associate || Hdfc || Bhiwadi | Pali | Chittaurgarh
- Profex Tech
- 0 - 5 years
- 5 days ago
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Job Description
We are looking for dynamic and self-motivated individuals to join our Financial Services Sales Team. This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently.
Must be graduate + 0 to 5 years of experienced in Insurance/FD/MF
Key Responsibilities:
- Conduct field sales and client meetings to promote and sell insurance products.
- Develop and maintain strong relationships with potential and existing clients.
- Achieve sales targets and contribute to the company's revenue growth.
- Educate customers on different insurance policies and tailor solutions based on their needs.
- Regularly update sales data and reports.
- Travel within the assigned city and outskirts for client meetings.
Eligibility Criteria:
Education:
- Graduate/postgraduate0 months to 5 years experience in Insurance profile.
Skills & Competencies:
- Basic knowledge of insurance products and sales techniques.
- Strong communication and negotiation skills.
- Ability to work independently and in a target-driven environment.
- Presentable and well-groomed appearance for client interactions.
Additional Requirements:
- Candidates must be from the local area and have a strong understanding of the market.
Job Classification
Industry: BankingFunctional Area / Department: Finance & AccountingRole Category: FinanceRole: Finance ExecutiveEmployement Type: Full timeContact Details:
Company: Profex TechLocation(s): Chittaurgarh
Keyskills: Insurance Sales Financial Services Associate Lead Generation Insurance FD Cross-Selling Compliance IRDA Sales Executive Lobby Sales Loan Sales Channel Partners Customer Relationship AMFI Investments Financial Products MF Client Service Open Market
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