Financial Services Associate

Designation: Financial Service Associate Financial Services

Role/Functional Area: Sales/Business Development

Role and Responsibility:

• Business Targets: Achievement of business targets for all financial products as defined and

agreed upon.

• Meet customers to sell all financial products
• Meet & counsel Walk -in & DSA customers who have been referred to him / her by HDFC

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 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 (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 / 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 are no mistakes while lead

updating 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

Contact Number : 6281050794