Verified Job
Retail / Counter Sales
Financial Service Associate Sales Executive
Retail / Counter Sales
#198372
Remote / WFH
Job Description
Job Description
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 which 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 basis 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 company first attitude and be respectful in attitude towards other fellow colleagues, seniors , partners etc
Key Skills
• Sales
• Marketing
• Business Development
Industry
Banking / Financial Services / Stock Broking
Functional Area
Financial Services / Banking, Investments / Insurance / stock market / Loan
Qualification
Any Bachelor Degree
About GGetpath Consultants
GGetpath Consultants is a name that is enlisted amongst the trustworthy placement agents in New Delhi (India). Ms. Sarika Saxena (Owner) laid the foundation stone of the company in the year 2016. Within a small span of our establishment, we have been able to gain a large clientele and cater to each and every placement requirements of our clients. We cater to both the organizations as well as job seekers. We offer excellent HR consultancy services, training services, placement consultancy services, domestic consultancy services, and recruitment consultancy services to the organizations. On the other hand, we are providing dependable career consultancy services to the job seekers
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 which 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 basis 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 company first attitude and be respectful in attitude towards other fellow colleagues, seniors , partners etc
Key Skills
• Sales
• Marketing
• Business Development
Industry
Banking / Financial Services / Stock Broking
Functional Area
Financial Services / Banking, Investments / Insurance / stock market / Loan
Qualification
Any Bachelor Degree
About GGetpath Consultants
GGetpath Consultants is a name that is enlisted amongst the trustworthy placement agents in New Delhi (India). Ms. Sarika Saxena (Owner) laid the foundation stone of the company in the year 2016. Within a small span of our establishment, we have been able to gain a large clientele and cater to each and every placement requirements of our clients. We cater to both the organizations as well as job seekers. We offer excellent HR consultancy services, training services, placement consultancy services, domestic consultancy services, and recruitment consultancy services to the organizations. On the other hand, we are providing dependable career consultancy services to the job seekers
