Financial Service Associate

Job Description

Skills: Finance, Finance sales, insurance sales, General Insurance, Financial Services, sales, field work,

• 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 customers 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: Tolichowki, Hafeezpet

Do you want to work with us

Contact us: 7981132036 / 9390753073