Job in Meerut for Financial Service Associates at HDFC
Business Targets: Achievement of business targets for all financial products as defined and agreed upon.
- 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
EMPLOYMENT TYPE: Permanent
DESIRED CANDIDATE PROFILE:
- 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