HDFC Bank jobs is Hiring for Financial Service Associate Role. Any Graduate Candidates can apply for the post.
HDFC Bank job Overview
- Company –HDFC Bank
- Role – Financial Service Associate
- Qualification – Any Graduate
- Experience – 0 – 3 years
- Location – Pan India
JOB DESCRIPTION
- Business Targets: Achievement of business targets for all financial products as defined and agreed upon.
- Functional Area: Sales Executive/Officer
- Employment Type: Permanent
Roles and Responsibilities:
- Relationship Building:
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- Manage relationships with HL executives mapped to him / her.
- Maintain good relations with HDFC Limited
- Maintain good relationship with Channel partners & DSA
- Build relationships with the assigned / sourced customer to create opportunities for various products to fulfill the customer’s financial needs.
- Account Management & Servicing:
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- Manage and service the existing customer portfolio.
- Coordinate with the TM / Coordinator / SM for post sales service requests form the customers (claims, endorsements, policy copy etc.)
- Timely sharing of updated reports with the customers on products being bought by them.
- Coordinate with the customers at the time of renewals.
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- Certification and regulatory compliance:
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- Be compliant towards selling of various products by undergoing the training and certification for IRDA, AMFI etc. towards selling of insurance and any other products
- The FSA has to be conscious and vigilant towards declaration of the customer information.
- Ensure the right quality of business being sourced.
BASIC QUALIFICATIONS
- Exp : 0-3 Yrs
- Must be a graduate from any stream
- Minimum Six months of experience in sales (insurance) is a valuable addition.
- Open for travelling
- Candidate must have good communication skills
Apply link
For Pan India – CLICK HERE
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