Financial Services Associate/ Lobby Sales Executive- Rajesthan
☞ MintSkill HR Solutions - Talent Aquisition | HR Consulting | HR Compliance
Ver: 101
Dia de atualização: 23-04-2024
Categoria: Finanças / Banco / Estoque Vendas
Indústria: Staffing Recruiting Banking Financial Services
Posição: Entry level
Tipo de empregos: Full-time
Conteúdo do emprego
Job DescriptionPurpose: The role holder is required to meet his/ her targets through generation of new leads and
managing and building relationship with customers mapped to them in order to cross sell
Financial Services products.
Desired Background : MBA / Graduates with minimum 1 year of experience
KPA & Activities
- 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 inundation 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 (persistence, funded, non funded, etc.) are met
- 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.
- 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.
- 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 cross-check the information before booking the business.
- Ensure the right quality of business being sourced.
Qualification: MBA / Graduates
Experience: Minimum 1 year of experience in Insurance sales(Mandatory)
Requirements
Qualification : MBA / Graduates Experience : Minimum 1 year of experience in Insurance sales(Mandatory)
Data limite: 07-06-2024
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