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Financial Service Associate

Financial Service Associate

Learnedge Hub

0 - 2 years

1 - 3 Lacs

mumbai jaipur

Posted:17 hours ago| Platform:

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Skills Required

sales business development irda financial service associate selling sales planning

Work Mode

Work from Office

Job Type

Full Time

Job Description

Meet customers to sell all financial products
Meet & counsel Walk -in & DSA customers who have been referred to him / her by HDFC LimitedEnsure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.Ensure that all reports are created and maintained in a timely mannere updated with the latest product features to enhance his / her selling abilitiesBe compliant towards selling of various products by undergoing the training and certification for IRDA, AMFI etc. towards selling of insurance and any other products.

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Financial Service Associate