Home
Jobs

Financial Services Associate

0 - 3 years

1 - 3 Lacs

Posted:2 months ago| Platform: Naukri logo

Apply

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role and Responsibilities: Cross-Selling Financial Products: Proactively monitor Home Loan (HL) data to identify opportunities for cross-selling insurance products (both HDFC Life and Non-Life), fixed deposits, and other financial products to home loan customers of HDFC Sales. Business Sourcing & Target Achievement: Generate new business through open market sourcing in addition to leveraging internal leads. Consistently meet or exceed assigned sales targets. Product & Market Knowledge: Maintain in-depth knowledge of all products offered by the company. Stay updated on competitors offerings to effectively address and overcome customer objections. Customer Profiling & Need-Based Selling: Conduct thorough profiling during customer interactions (calls or visits) to understand financial needs and recommend suitable investment and insurance solutions. Collaboration with Home Loan Executives: Build strong relationships with mapped Home Loan Executives (HLEs). Conduct joint customer calls with HLEs to maximize cross-selling at the time of loan disbursement. Holistic Customer Relationship Management: Foster long-term relationships with customers by addressing their broader financial needs. Capture and manage customer details including family, insurance, and loan information for future engagement. Partner Coordination: Work closely and in sync with partner representatives to ensure seamless customer servicing and business generation. Shared Customer Ownership: Acknowledge joint ownership of customer relationships, ensuring consistent servicing and support. Business Renewal & Compliance: Ensure timely renewal of sourced business. Follow all defined sales processes and complete necessary training and certifications to remain compliant with regulations (insurance, mutual funds, etc.). Professionalism & Presentation: Maintain a professional appearance and ensure the sales kit is well-organized and up-to-date at all times. Work Ethic & Company Culture: Demonstrate a "company-first" mindset and uphold respectful conduct towards colleagues, superiors, and partners.

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now
E Solutions
E Solutions

Information Technology & Services

San Francisco

RecommendedJobs for You

Kolkata, Mumbai, New Delhi, Hyderabad, Pune, Chennai, Bengaluru

Kolkata, Mumbai, New Delhi, Hyderabad, Pune, Chennai, Bengaluru