Note : This is a field sales role and requires a two wheeler and a Valid DL.

- 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

📌 Financial Service Associate - Gwalior
🏢 HDFC Sales Private
📍 Gwalior