Job in Meerut for Financial Service Associates at HDFC

Job Information

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    Salary INR 10000-20000 / Monthly
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    Job Shift (Optional) Day shift
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    No. of Openings 5 openings
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    Job Experience : 1 Year Prefered

Total no of applicants applied:


Job Description

Job in Meerut for Financial Service Associates at HDFC

Business Targets: Achievement of business targets for all financial products as defined and agreed upon.
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 relationships with the assigned/sourced customer to create opportunities for various products to fulfill 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 requests from the customers (claims, endorsements, policy copy, etc.)

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

  • Coordinate with the customers at the time of renewals.

Certification and regulatory compliance:

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

  • The FSA has to be conscious and vigilant towards a declaration of the customer information.

  • Ensure the right quality of business is being sourced.

LOCATION: Jaipur, Pali, Gurgaon, Faridabad, Kaushambi, Gwalior, Sirsa, Rohtak, Zirakpur, Panchkula, Mohali, Pathankot, Shimla, Kurukshetra, Karnal, Khanna, Gomtinagar, Mahanagar
EXPERIENCE: 0 - 3 Years
SALARY RANGE: As per industry standard
FUNCTIONAL AREA: Sales Executive/Officer


  • Must be a graduate from any stream

  • Should have a minimum of 6 months of experience in sales (insurance)

  • Open for traveling

  • The candidate must have good communication skills

If anybody interested please contact with us on below contact details:
Mrs. Sadhna Singh: +91-7303049975
Ms. Parul: +91-9540030603
Mr. Jatin Chandel: +91-9650068863
Mr. Kumar Ankit: +91-7060369656
Mr. Vaibhav Jain: +91-957589047
Mr. Lalit Bhardwaj: +91-8130626062
As well you can WhatsApp us your query over the same.

Job Type: Full-time

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