Insurance Advisor

 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.

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