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Mortgage Home Loans -ALL INDIA

Pune, MH
Job Code:
250,000 To 375,000 Monthly
  • Insurance
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Job Details

Position Financial Service AssociateRole and ResponsibilityTo 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 SalesTo source open market business too and achieve the targets assignedTo be completely aware of the products being offered by the company and understand competition offering and handle customer objectionsTo ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance optionsRelationship 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 disbursedTo 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 etcTo be in sync and work together with the partner representativesUnderstanding the joint ownership of the customer at the time of servicing etcTo ensure timely renewal of the business sourcedTo 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 completeTo maintain company first attitude and be respectful in attitude towards other fellow colleagues, seniors , partners etcRegards,Swati (HR) / 022 28040421
Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 1-6


Personal/ Retail Banking | Channel Sales | Direct/Commission Sales | FMCG Sales
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