7 Joint Calls Jobs

Role and Responsibility: • To monitor closely the HL data and cross-sell insurance (HDFC Life and Non Life), fixed deposits, and other products as introduced by the company to home loan customers of HDFC Sales • To source open market business too and achieve the targets assigned • To be completely aware of the products being offered by the company and understand competition offering and handle customer objections • To ensure proper customer profiling on each call/customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options • Relationship building with the Home Loan Executives to whom he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed • To build a relationship with the customer so that he/she is able to cross-sell other product offering based on the need of the customer, thereby managing the entire account of customer. FSA to ensure to source customers family details, other general insurance details, other loan details, etc. • To be in sync and work together with the partner representatives • Understanding the joint ownership of the customer at the time of servicing etc. • To ensure timely renewal of the business sourced • To ensure appropriate processes defined are being followed and undergo the training and certification for being compliant towards selling of various products (insurance, mutual funds, etc.) • To always be well-groomed, and his sales kit should be organized and complete • To maintain a company-first attitude and be respectful in attitude towards other fellow colleagues, seniors, partners, etc.

Role and Responsibility: • To monitor closely the HL data and cross-sell insurance (HDFC Life and Non Life), fixed deposits, and other products as introduced by the company to home loan customers of HDFC Sales • To source open market business too and achieve the targets assigned • To be completely aware of the products being offered by the company and understand competition offering and handle customer objections • To ensure proper customer profiling on each call/customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options • Relationship building with the Home Loan Executives to whom he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed • To build a relationship with the customer so that he/she is able to cross-sell other product offering based on the need of the customer, thereby managing the entire account of customer. FSA to ensure to source customers family details, other general insurance details, other loan details, etc. • To be in sync and work together with the partner representatives • Understanding the joint ownership of the customer at the time of servicing etc. • To ensure timely renewal of the business sourced • To ensure appropriate processes defined are being followed and undergo the training and certification for being compliant towards selling of various products (insurance, mutual funds, etc.) • To always be well-groomed, and his sales kit should be organized and complete • To maintain a company-first attitude and be respectful in attitude towards other fellow colleagues, seniors, partners, etc.

Role and Responsibility: • To monitor closely the HL data and cross-sell insurance (HDFC Life and Non Life), fixed deposits, and other products as introduced by the company to home loan customers of HDFC Sales • To source open market business too and achieve the targets assigned • To be completely aware of the products being offered by the company and understand competition offering and handle customer objections • To ensure proper customer profiling on each call/customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options • Relationship building with the Home Loan Executives to whom he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed • To build a relationship with the customer so that he/she is able to cross-sell other product offering based on the need of the customer, thereby managing the entire account of customer. FSA to ensure to source customers family details, other general insurance details, other loan details, etc. • To be in sync and work together with the partner representatives • Understanding the joint ownership of the customer at the time of servicing etc. • To ensure timely renewal of the business sourced • To ensure appropriate processes defined are being followed and undergo the training and certification for being compliant towards selling of various products (insurance, mutual funds, etc.) • To always be well-groomed, and his sales kit should be organized and complete • To maintain a company-first attitude and be respectful in attitude towards other fellow colleagues, seniors, partners, etc.

Role and Responsibility: • To monitor closely the HL data and cross-sell insurance (HDFC Life and Non Life), fixed deposits, and other products as introduced by the company to home loan customers of HDFC Sales • To source open market business too and achieve the targets assigned • To be completely aware of the products being offered by the company and understand competition offering and handle customer objections • To ensure proper customer profiling on each call/customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options • Relationship building with the Home Loan Executives to whom he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed • To build a relationship with the customer so that he/she is able to cross-sell other product offering based on the need of the customer, thereby managing the entire account of customer. FSA to ensure to source customers family details, other general insurance details, other loan details, etc. • To be in sync and work together with the partner representatives • Understanding the joint ownership of the customer at the time of servicing etc. • To ensure timely renewal of the business sourced • To ensure appropriate processes defined are being followed and undergo the training and certification for being compliant towards selling of various products (insurance, mutual funds, etc.) • To always be well-groomed, and his sales kit should be organized and complete • To maintain a company-first attitude and be respectful in attitude towards other fellow colleagues, seniors, partners, etc.

Role and Responsibility: • To monitor closely the HL data and cross-sell insurance (HDFC Life and Non Life), fixed deposits, and other products as introduced by the company to home loan customers of HDFC Sales • To source open market business too and achieve the targets assigned • To be completely aware of the products being offered by the company and understand competition offering and handle customer objections • To ensure proper customer profiling on each call/customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options • Relationship building with the Home Loan Executives to whom he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed • To build a relationship with the customer so that he/she is able to cross-sell other product offering based on the need of the customer, thereby managing the entire account of customer. FSA to ensure to source customers family details, other general insurance details, other loan details, etc. • To be in sync and work together with the partner representatives • Understanding the joint ownership of the customer at the time of servicing etc. • To ensure timely renewal of the business sourced • To ensure appropriate processes defined are being followed and undergo the training and certification for being compliant towards selling of various products (insurance, mutual funds, etc.) • To always be well-groomed, and his sales kit should be organized and complete • To maintain a company-first attitude and be respectful in attitude towards other fellow colleagues, seniors, partners, etc.

Role and Responsibility: • To monitor closely the HL data and cross-sell insurance (HDFC Life and Non Life), fixed deposits, and other products as introduced by the company to home loan customers of HDFC Sales • To source open market business too and achieve the targets assigned • To be completely aware of the products being offered by the company and understand competition offering and handle customer objections • To ensure proper customer profiling on each call/customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options • Relationship building with the Home Loan Executives to whom he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed • To build a relationship with the customer so that he/she is able to cross-sell other product offering based on the need of the customer, thereby managing the entire account of customer. FSA to ensure to source customers family details, other general insurance details, other loan details, etc. • To be in sync and work together with the partner representatives • Understanding the joint ownership of the customer at the time of servicing etc. • To ensure timely renewal of the business sourced • To ensure appropriate processes defined are being followed and undergo the training and certification for being compliant towards selling of various products (insurance, mutual funds, etc.) • To always be well-groomed, and his sales kit should be organized and complete • To maintain a company-first attitude and be respectful in attitude towards other fellow colleagues, seniors, partners, etc.

Roles and Responsibilities: Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Ensure best services to the Partners (Franchisees, IFAs). Help distributors on joint calls.