Financial Service Associate

Job Title: Financial Services AssociateLocation: Gurgaon (Super Mart 1 Complex, DLF Phase 4) Company: HDFC Sales Pvt. Ltd. Walk-in Time: 11:00 AM to 1:00 PM Openings: 5 Positions Salary & Incentives💰 CTC: ₹2.60 LPA – ₹3.00 LPA 🎯 Incentives: Attractive performance-based incentives EligibilityMinimum Graduate (Any Stream) 1–5 years of experience in Sales / Financial Services / Banking / Insurance preferred Both Male and Female candidates are eligible Candidates with a passion for customer engagement and financial product sales are encouraged to apply Job PurposeThe Financial Services Associate (FSA) is responsible for acquiring new customers, managing existing client relationships, and cross-selling a wide range of financial products like Fixed Deposits, Insurance, and Investment Plans. The role requires proactive customer engagement, strong product understanding, and effective relationship management to meet defined business targets. Key Responsibilities1. Business Development & SalesAchieve monthly and quarterly business targets across financial products. Conduct client meetings and explain financial products such as Fixed Deposits, Insurance, Investment Plans, and Loan Products. Counsel walk-in and referred customers from HDFC Limited branches and partner networks. Generate new leads, influence customers, and drive conversions. Ensure proper documentation and accurate data entry during lead registration and sales completion. 2. Relationship ManagementBuild and maintain strong working relationships with HDFC Limited teams, DSAs, and Channel Partners. Conduct joint calls with HDFC executives and ensure smooth communication between internal teams and clients. Maintain high customer satisfaction and follow up on post-sales service requests. 3. Account ServicingManage existing customer portfolios and handle renewals, claims, or service queries. Ensure regular follow-ups for client satisfaction and repeat business. Maintain a clear record of client interactions, transactions, and reports (DSR, Sales Diary, etc.). 4. Compliance & QualityAdhere to all regulatory norms and obtain necessary certifications (IRDA, AMFI, etc.) for financial product sales. Ensure accurate client information collection and maintain business quality standards. Stay updated with product knowledge, market trends, and competitor offerings. Key Skills & CompetenciesExcellent Communication & Interpersonal Skills Good Understanding of Financial / Investment Products Result-Oriented with Strong Sales Drive Customer Relationship Management Negotiation & Persuasion Skills Attention to Detail & Documentation Accuracy Basic Computer and CRM Knowledge Work ModeFull-time, Onsite Role (Field + Branch-based sales activity)