Financial Service Sales Associate

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 / 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 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).

·         Co-ordinate 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 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 lead 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

2.      Relationship Building:

• Manage relationship with HL executives mapped to him / her.

• Maintain good relations with HDFC Limited

• Maintain good relationship with Channel partners & DSA

• Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customer’s financial needs.

3.      Account Management & Servicing:

• Manage and service the existing customer portfolio.

• Coordinate with the TM / Coordinator / SM for post sales service request form the customers (claims, endorsements, policy copy etc).

• Timely sharing of updated reports with the customers on products being bought by them.

• Co-ordinate with the customers at the time of renewals.

4.      Certification and regulatory compliance:

• Be compliant towards selling of various products by undergoing the training and certification for IRDA, AMFI etc towards selling of insurance and any other products

• The FSA has to be conscious and vigilant towards declaration of the customer information.  In case FSA feels there is disconnect in the information shared by customer versus his/her observation, they need to crosscheck the information before booking the business.

·         Ensure the right quality of business being sourced.

• It is a Full Time Telesales / Telemarketing job for candidates with Freshers.

More about this Financial Service Sales Associate job

1. What is the eligibility criteria to apply for this Financial Service Sales Associate job?
   Ans: The candidate should be Graduate and above and above with Freshers of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹12000 - ₹18000 per month + Incentives that depends on your interview. It's a Full Time job in Jaipur.
3. How many working days are there for this Financial Service Sales Associate job?
   Ans: This Financial Service Sales Associate job will have 6 working days.
4. Are there any charges applicable while applying or joining this Financial Service Sales Associate job?
   Ans: No, there is no fee applicable for applying this Financial Service Sales Associate job and during the employment with the company, i.e., Devdort Consultants LLP.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Financial Service Sales Associate role?
   Ans: There is an immediate opening of 5 Financial Service Sales Associate at Devdort Consultants LLP
7. Who can apply for this job?
   Ans: Only Male candidates can apply for this Telesales / Telemarketing job.
8. What are the timings of this Financial Service Sales Associate job?
   Ans: This Financial Service Sales Associate job has Day Shift.