Financial Service Associate

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 relationship with the assigned / sourced customer to create opportunities for various products to fulfil 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 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.