Financial Services Associate

Profile- Financial Service Associate

Salary-15k -23k In hand

Day- 6 days working

Only Male Candidate- Should have their own 2 wheeler

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.

Relationship Building:

Manage relationship with HL executives mapped to him / her.

Maintain good relations with HDFC Limited

Maintain good relationship with Channel partners & DSA

. 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).