Financial Service Associate ( Hdfc Bank)

  Ayka Communication Private Limited   Bengaluru   31st December,2019
  •   insurance, business loan, casa, loan, personal loans, loans, retail sales, business development, auto loan, banking products, financial services, sales, marketing, loan against property, mortgage, home loan, credit cards, housing loan, lap
  •   2,00,000-3,50,000.00 per annum
  •   Full Time
  •   Financial Services/banks
  •   any
  •   1-4 Years
  •   Masters Degree

Job Description


Ayka Communication is hiring for Financial Service Associate /Relationship Officer in HDFC Bank

Job Location :- Bangalore

Job Role : Sales/Business Development

Education :- Any Graduate/MBA.

Experience :- 0.6 Month to 2 Year

CTC :- Upto 3.5 Lack + Incentive

Responsibilities and Duties:-

Business Targets: Achievement of business targets for all financial products as defined and agreed upon.
Meet customers to sell all financial products
Meet & counsel Walk -in & DSA customers who have been referred to him / her by HDFC Limited
Influence customers to buy FD who have no prior HDFC Deposit relationship.
Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.
Obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale.
Communicate the necessary details to the customers for the products being bought by them.
Ensure sale is completed through / in line with the defined sales process.
Maintain product mix across types of loans / value of loans (Eqt., Housing, etc.)
and appropriate open market share for all products (PAR / ULIP / Non Par).
Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM representatives).
Closely monitor the HL data of the HL executives mapped to maximize the business opportunities.
Ensure maximum joint calls with each HL executive mapped.
Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy, etc.)
Ensure that all documents are properly scanned and there are no mistakes while lead updating in the system.
Be completely aware of the products being offered by the company and understand competition offering to be able to handle customer objections.
Be updated with the latest product features to enhance his / her selling abilities
Ensure all desired matrix and business composition (persistency, funded, non-funded, etc.) are met