About HDFC Sales

HDFC Sales is a dynamic and customer-centric financial services organization, committed to providing a wide range of financial solutions to meet the diverse needs of individuals and businesses. Founded on the principles of trust and excellence, HDFC Sales is dedicated to delivering top-quality financial products and services to its customers.

Key Features:

1. Diverse Financial Products: HDFC Sales offers a comprehensive suite of financial products, including insurance, loans, mutual funds, and more. These products are designed to cater to various financial needs, ensuring that customers can find solutions that align with their goals.
2. Customer-Centric Approach: Customer satisfaction is at the core of HDFC Sales’ operations. The organization places a strong emphasis on understanding customers’ requirements and providing them with tailored financial solutions.
3. Strong Partnerships: HDFC Sales has built enduring relationships with leading financial institutions, including HDFC Limited, to offer customers a wide range of financial services. These collaborations enhance the quality and accessibility of financial products.
4. Professional Expertise: The team at HDFC Sales is well-trained and certified in accordance with industry standards. This ensures that customers receive expert advice and guidance when making financial decisions.
5. Pan-India Presence: With a nationwide presence, HDFC Sales is accessible to customers across the country. Whether in urban or rural areas, customers can benefit from its services and products.
6. Commitment to Compliance: HDFC Sales places great importance on adhering to regulatory and compliance requirements. The organization ensures that its operations and products are in line with industry standards and legal guidelines.

Job Title: Financial Service Associate

Job Description:

Roles & Responsibilities:

Business Targets: Achieve business targets for all financial products as defined and agreed upon.

Relationship Building:

• Cultivate and manage relationships with High-Level executives (HL executives) associated with the role.
• Foster strong and positive relations with HDFC Limited.
• Maintain excellent rapport with channel partners and Direct Selling Agents (DSA).
• Establish and nurture relationships with assigned/sourced customers to identify opportunities for various financial products that meet their needs.

Account Management & Servicing:

• Efficiently manage and service the existing customer portfolio.
• Collaborate with Team Managers, Coordinators, and Sales Managers for post-sales service requests from customers, such as claims, endorsements, policy copies, and more.
• Share updated reports on purchased products with customers in a timely manner.
• Coordinate with customers during the renewal process.

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Certification and Regulatory Compliance:

• Comply with all regulations and certifications necessary for selling various financial products, including undergoing training and certification for organizations such as IRDA and AMFI.
• Exercise caution and vigilance when handling customer information.
• Ensure the quality of business being sourced is of the highest standard.

Location: PAN India

Experience : 0 – 3 years

Salary Range : Competitive, in line with industry standards

Functional Area : Sales Executive/Officer

Employment Type : Permanent

Desired Candidate Profile:

• Must hold a graduate degree from any stream.
• A minimum of 6 months of experience in sales, particularly in the insurance sector.
• Willingness to travel as needed for business purposes.
• Excellent communication skills to effectively interact with customers and team members.

If you are a dynamic and goal-oriented individual with the qualifications and skills mentioned above, we invite you to Apply for this job.

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