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Universal Times Magazine > Blog > Finance Jobs Update > HDFC Bank Hiring Financial Service Associates (Insurance)| Bangalore
Finance Jobs Update

HDFC Bank Hiring Financial Service Associates (Insurance)| Bangalore

Abhay Verma
Last updated: 2022/03/19 at 1:01 PM
Abhay Verma
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Job description

Roles and Responsibilities

1. Business Targets: Achievement of business targets for all financial products as defined and
agreed upon.

  • Meet customers to sell all financial products
  • 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 ( Equity, 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 updation 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

2. Relationship Building:

  • Manage relationship with HL executives mapped to him / her & maintain good relations
  • Maintain good relationship with Channel partners & DSA
  • Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customers financial needs.

3. 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.

4. 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 crosscheck the information before booking the business.
  • Ensure the right quality of business being sourced.

Desired Candidate Profile

  • Candidate must be having 1 year of experience in insurance sales.
  • Candidate must be graduate.
  • Candidate should have good communication skills.
  • Candidate must from local area or ready to relocate.
  • candidate must have vehicle and driving license.

Perks and Benefits

Lucrative Incentive

Interested candidates can share CV to kirankumark@hdfcsaeles.com or latheshs@hdfcsales.com
Role : Financial Advisor
Industry Type : NBFC
Functional Area : BFSI, Investments & Trading
Employment Type : Full Time, Permanent Role
Category : Trading, Asset & Wealth Management
Education , UG :Any Graduate

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Abhay Verma March 19, 2022 March 19, 2022
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