8 Joint Calls Jobs

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.

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...

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...

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...

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...

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...

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...

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.