Insurance Advisor

15,000 - 20,000 /month

Hdfc Bank

Field job

Perungudi, Chennai

0 - 6 months Experience in Field Sales

5 Openings

Full Time

Skills Required

Lead Generation

Product Demo

Convincing Skills

Area Knowledge

Job Highlights

Sales Type: Health/ Term Insurance

Graduate and above

All genders

09:00 AM - 06:00 PM | 6 days working

Job Benefits: Insurance, Medical Benefits

Job Description

 Business Targets: Achievement of business targets for all financial products as defined and

agreed upon.

o Meet customers to sell all financial products

o Meet & counsel Walk -in & DSA customers who have been referred to him / her by HDFC

Limited

o Influence customers to buy FD who have no prior HDFC Deposit relationship.

o Ensure proper customer profiling on each call / customer visit, to identify and understand

his/her needs and accordingly recommend investment and Insurance options.

o Obtain appropriate documents / information from the client and ensure the forms are

duly completed before logging the sale.

o Communicate the necessary details to the customers for the products being bought by

them.

o Ensure sale is completed through / in line with the defined sales process.

o Maintain product mix across types of loans / value of loans (Eqt., Housing, etc.)

o and appropriate open market share for all products (PAR / ULIP / Non Par).

o Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM

representatives).

o Closely monitor the HL data of the HL executives mapped to maximize the business

opportunities.

o Ensure maximum joint calls with each HL executive mapped.

Other Details

It is a Full Time Field Sales job for candidates with 0 - 6 months of experience.

More about this Insurance Advisor job

What skills and experience do you need for this Insurance Advisor job?
Ans : To apply for this Insurance Advisor job, candidates should have skills like Lead Generation, Product Demo, Convincing Skills, Area Knowledge along with 0-1 years of experience.
What is the salary and job type for this role?
Ans : The salary for this Insurance Advisor job ranges between ₹15,000-₹20,000 per month. This is a Full Time job.
What is the work schedule for this Insurance Advisor job?
Ans : This Insurance Advisor job has 6 days working days and timings from 09:00 AM - 06:00 PM.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Perungudi, Chennai.
How many vacancies are there for this Insurance Advisor job?
Ans : There are 5 vacancies for this Insurance Advisor role.
Is this job open for all genders?
Ans : Yes, this Insurance Advisor job is open for both male and female candidates.
What are the key responsibilities of this Insurance Advisor job?
Ans : As a Insurance Advisor, key responsibilities include skills like Lead Generation, Product Demo, Convincing Skills, Area Knowledge. This role is part of Field Sales category.
What is the job location for this position?
Ans : The job location for this Insurance Advisor position is Perungudi, Chennai.
Who is the right fit for this Insurance Advisor job?
Ans : A candidate having skills like Lead Generation, Product Demo, Convincing Skills, Area Knowledge with 0-1 years of experience is the right fit for this Insurance Advisor job.
What makes this Insurance Advisor job a good opportunity?
Ans : This Insurance Advisor job is a good opportunity as it offers a salary between ₹15,000-₹20,000 per month. This is a Full Time job and has 5 openings.