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Job openings for financial services in allahabad kanpur moradabad

Financial Services Associate/ Lobby Sales Executive

Allahabad, Kanpur, Moradabad


Purpose:The role holder is required to meet his/ hertargets through generation of new leads and managing and building relationship with customers mapped to them inorder to cross sell Financial Services products.
Desired Background : MBA / Graduates with minimum 1 year of experience
KPA & Activities:
1. 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 is no mistakes while lead updation 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 composit

Experience 1 - 4 Years
Salary 1 Lac 75 Thousand To 2 Lac 25 Thousand P.A.
Industry Sales & Marketing / Business Development/telecaller
Qualification Other Bachelor Degree
Key Skills Financial Service Associate business development executive sales executive

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Email ID raunaq.kurseja@iglobalcareers.com