1. 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 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 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 Customer's 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.

- Graduate/ Post Graduate(MBA (Regular)

- Experienced With Prior 1 Years Experience In Insurance Sales .

Location : Gurgaon, Faridabad, Bariely, Moradabad, Chandigarh, Ludhiana.

Salary : 11000-25000 ( Based On Relevant Experience)

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