Opening of Financial Services Associate

Job Description

Meet customers to sell all financial products Meet && counsel Walk -in && DSA customers who have been referred to him / her byHDFC 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 understandhis/her needs and accordingly recommend investment and Insurance options. Obtain appropriate documents / information from the client and ensure the forms are dulycompleted before logging the sale. Communicate the necessary details to the customers for the products being bought bythem. 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 / SMrepresentatives).

Keyskills :
insuranceinsurance sales