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Sales Officer ( Home Loans Sales)

2.00 to 7.00 Years   Pune   21 Jun, 2023
First Solution Hiring For Sales Officer ( Home Loans Sales)
Job LocationPune
EducationNot Mentioned
SalaryRs 1.5 - 3.5 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaSales / BDDistributor Sales Rep
EmploymentTypeFull-time

Job Description

    Designation: Financial Service Associate Financial ServicesRole/Functional Area: Sales/Business DevelopmentExperience: 0.6 year 2 yearsSalary Range: As per industry standardRole and Responsibility: Business Targets: Achievement of business targets for all financial products as defined andagreed upon.o Meet customers to sell all financial productso Meet && counsel Walk -in && DSA customers who have been referred to him / her by HDFCLimitedo Influence customers to buy FD who have no prior HDFC Deposit relationship.o Ensure proper customer profiling on each call / customer visit, to identify and understandhis/her needs and accordingly recommend investment and Insurance options.o Obtain appropriate documents / information from the client and ensure the forms areduly completed before logging the sale.o Communicate the necessary details to the customers for the products being bought bythem.o Ensure sale is completed through / in line with the defined sales process.o Maintain product mix across types of loans / value of loans (Eqt., Housing, etc.)o and appropriate open market share for all products (PAR / ULIP / Non Par).o Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SMrepresentatives).o Closely monitor the HL data of the HL executives mapped to maximize the businessopportunities.o Ensure maximum joint calls with each HL executive mapped.o Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy,etc.)o Ensure that all documents are properly scanned and there are no mistakes while leadupdating in the system.o Be completely aware of the products being offered by the company and understandcompetition offering to be able to handle customer objections.o Be updated with the latest product features to enhance his / her selling abilitieso Ensure all desired matrix and business composition (persistency, funded, non-funded,etc.) are met Relationship Building:o Manage relationship with HL executives mapped to him / her.o Maintain good relations with HDFC Limitedo Maintain good relationship with Channel partners && DSAo Build relationship with the assigned / sourced customer to create opportunities forvarious products to fulfil the customers financial needs. Account Management && Servicing:o Manage and service the existing customer portfolio.o Coordinate with the TM / Coordinator / SM for post sales service request form thecustomers (claims, endorsements, policy copy etc.)o Timely sharing of updated reports with the customers on products being bought bythem.o Co-ordinate with the customers at the time of renewals. Certification and regulatory compliance:o Be compliant towards selling of various products by undergoing the training andcertification for IRDA, AMFI etc. towards selling of insurance and any other productso The FSA has to be conscious and vigilant towards declaration of the customerinformation. In case FSA feels there is disconnect in the information shared by customerversus his/her observation, they need to crosscheck the information before booking thebusiness.o Ensure the right quality of business being sourced.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 communication skillsThanks & Regards,Agnel Reberrohidden_mobilehr1.firstsolution@gmail.comOff: No. :hidden_mobileFirst Solution Consultancy

Keyskills :
direct saleshome loans

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