HDFC Sales is hiring for Financial Service Associates starting in 2024. A Financial Service Associate is needed by HDFC Sales. Applicants with a graduate degree in any discipline and at least six months of sales experience may apply for this position.New hires are welcome to apply. All pertinent details, including the job description, are provided below.
One of the top private sector banks in India, HDFC Bank, is the parent company of HDFC Sales, a division that specializes in offering a broad range of financial services and products to clients all throughout the nation.
Financial solutions, credit cards, mutual funds, house loans, personal loans, insurance products, and credit cards are just a few of the many services that HDFC Sales provides. By taking use of HDFC Bank’s wide network and solid reputation, HDFC Sales has made a name for itself as a reliable partner for clients looking for professional guidance and customized financial solutions.
| HDFC Sales Recruitment 2024: Job Description | ||||
|---|---|---|---|---|
| Role | Financial Service Associate | |||
| Qualification | Any Graduate | |||
| Experience | 0-3 years | |||
| Location | Across India | |||
| Website | www.hdfcsales.com | |||
| Join telegram | click to join now | |||
| Responsibilities | Ability to achieve Business Targets given by the Company.Maintain good relationship with HL executives. Maintain good relations with HDFC LimitedMaintain good relationship with Channel partners & DSABuild relationship with customers to create opportunities for various products to fulfil the customer’s financial needs. 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. Coordination with the customers at the time of renewals. Being compliant towards selling of various products by undergoing the training and certification for IRDA, AMFI etc. towards selling of insurance and any other products.Ensure the right quality of business being sourced. | |||
| Skills Required | Must be a graduate from any stream Should have minimum 6 months of experience in sales (insurance) Candidate must have good communication skillsAbility to suggest products and services that customers might need. Problem solving Skills.Ability organize to handle multiple tasks and meet deadlines. | |||
JOB DESCRIPTION
ROLES & RESPONSIBILITIES:
- 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 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.
- Ensure the right quality of business being sourced.
- LOCATION: PAN India
- 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 minimum 6 months of experience in sales (insurance) Open for travelling
- Candidate must have good co
Application Fee – There will be no application fee for any candidate. Genuine recruiters never ask for money to schedule interview or offer a job. If you receive such calls or emails, beware as this might be a job scam.
Important Note – Application forms received after due date will not be entertained under any circumstances. Incomplete or late applications without enclosures will summarily be rejected without any reasons and correspondence. Therefore application forms must reach before the last date. Belated/ Incomplete applications are liable to be rejected.