Designation: Financial Service Associate - Financial Services
Role/Functional Area: Sales/Business Development
Location: Mumbai
Experience: 0.6 year - 2 years
Salary Range: Up to 3LPA + Lucrative Incentives

Role and Responsibility:
· 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 representatives).
· Closely monitor the HL data of the HL executives mapped to maximize the business opportunities.
· Ensure maximum joint calls with each HL executive mapped.
· Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy, etc.)
· Ensure that all documents are properly scanned and there are no mistakes while lead updating in the system.




· Be completely aware of the products being offered by the company and understand competition offering to be able to handle

customer objections.
· Be updated with the latest product features to enhance his / her selling abilities
· Ensure all desired matrix and business composition (persistency, funded, non-funded, etc.) are met
· Relationship Building:
· Manage relationship with HL executives mapped to him / her.
· Maintain valuable relations with HDFC Limited
· Maintain good relationship with Channel partners & DSA
· Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customer’s financial needs.

· 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.
· Co-ordinate with the customers at the time of renewals.

· Certification and regulatory compliance:
· 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. In case FSA feels there is disconnect in the information shared by customer versus his/her observation, they need to crosscheck the information before booking the business.
· Ensure the right quality of business being sourced.

Desired candidate profile:
· Must be a graduate from any stream
· Should have minimum 6 months of experience in sales (insurance)
· Open for travelling
· Candidate must have good communication skills

📌 financial service associate (India)
🏢 Fastline Recruitment Services
📍 India