Location: Hyderabad, Telangana/Chennai, Tamil Nadu/Tiruchirapally/Trichy, Tamil Nadu
Qualification:
UG: Any Graduate
PG: Any Graduate
Experience: 0-1 Years
CTC: 50K-1.75 LPA
Job description
Designation: Financial Service Associate
Department: Financial Services
Role/Functional Area: Sales/Business Development
Experience: Freshers - 1 years
Role and Responsibility:
- 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 are no mistakes while lead updating 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
Role: Field Sales Executive
Industry Type: Financial Services
Department: Sales & Business Development
Employment Type: Full Time, Permanent
Role Category: Retail & B2C Sales
Disclaimers: We only provides information on available job openings in the IT sector. We do not collect any money & is a free service for its users. Candidates are advised to take employment decision with proper scrutiny & we recommend not to pay any individual or firm whatsoever, the genuine nature of job posting is verified to the extent possible. Still Candidate must take employment decision with proper scrutiny.
Interested in Extra Income/Additional Income/Second Income? Click to Follow Us on X (Twitter)
