919909905798 919909905798
Rojgari Placements Pvt. Ltd

Job openings for urgent opening_financial service associates gandhinagar in gandhinagar

Urgent Opening_Financial Service Associates @ Gandhinagar


Purpose: The role holder is required to meet his/ her targets through generation of new leads and
managing and building relationship with customers mapped to them in order to cross sell Financial
Services products.
Desired Background: MBA / Graduates with minimum 1 year of experience
KPA & Activities:
1. 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
 Closely monitor the HL data of the HL executives mapped to maximize the business
2. Relationship Building:
 Manage relationship with HL executives mapped to him / her.
 Maintain good relations with HDFC Limited
 Maintain good relationship with Channel partners & DSA
3. Account Management & Servicing:
 Manage and service the existing customer portfolio.
 Coordinate with the TM / Coordinator / SM for post sales service request form the customers
(claims, endorsements, policy copy etc).
 Timely sharing of updated reports with the customers on products being bought by them.

Experience 1 - 4 Years
Salary 49 Thousand 9 Hundered 90 9 To 2 Lac P.A.
Industry Financial Services / Banking, Investments / Insurance / stock market / Loan
Qualification Other Bachelor Degree
Key Skills sales sales officer marketing loans home loans mortgage loans

About Company

Contact Person Mr. Jay
Address 403 & 404, Adarsh Plaza, Opp. GSPC Gas, Nr. Raiya Telephone Exchange, 150 ft Ring Road
Mobile 9428506605
Email ID jobs@rojgariindia.com