FINANCIAL SERVICE ASSOCIATE null

ROLES & RESPONSIBILITIES:

• 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 relationships with the assigned/sourced customer to create opportunities for various products to fulfill the customer’s financial needs.
     
• Account Management & Servicing:
  • Manage and service the existing customer portfolio.
  • Coordinate with the TM / Coordinator / SM for post-sales service requests from the customers (claims, endorsements, policy copy, etc.)
  • Timely sharing of updated reports with the customers on products being bought by them.
  • Coordinate with the customers at the time of renewals.
     
• Certification and regulatory compliance:
  • Be compliant towards the selling of various products by undergoing the training and certification for IRDA, AMFI, etc. towards the selling of insurance and any other products
  • The FSA has to be conscious and vigilant towards the declaration of customer information.
  • Ensure the right quality of business is being sourced.

DESIRED CANDIDATE PROFILE:

• Must be a graduate from any stream
• Should have minimum of 6 months of experience in sales (insurance)
• Open for traveling
• The candidate must have good communication skills