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Financial Service Associate || Hdfc || Gurgaon || Lucknow || Moradabad

Financial Service Associate || Hdfc || Gurgaon || Lucknow || Moradabad

Profex Tech

1 - 5 years

2 Lacs

Lucknow Moradabad Gurugram

Posted:3 days ago| Platform:

Apply

Skills Required

Insurance Sales Financial Services Associate Lead Generation Insurance FD Cross-Selling Compliance IRDA Sales Executive Lobby Sales Loan Sales Channel Partners Customer Relationship AMFI Investments Financial Products MF Client Service Open Market

Work Mode

Work from Office

Job Type

Full Time

Job Description

Financial Services Sales Team

Must be graduate + 1 to 5 years of experienced in Insurance/FD/MF

Key Responsibilities:

Conduct field sales and client meetings to promote and sell insurance products.
Develop and maintain strong relationships with potential and existing clients.
Achieve sales targets and contribute to the company's revenue growth.
Educate customers on different insurance policies and tailor solutions based on their needs.
Regularly update sales data and reports.
Travel within the assigned city and outskirts for client meetings.

Eligibility Criteria:

Education

MBA/ Graduates with minimum 1 year of experience

Skills & Competencies

Basic knowledge of insurance products and sales techniques.
Strong communication and negotiation skills.
Ability to work independently and in a target-driven environment.
Presentable and well-groomed appearance for client interactions.

Additional Requirements

Candidates
must
be from the local area and have a strong understanding of the market.

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