ByJOB DESCRIPTION
ROLES & RESPONSIBILITIES:
Business Targets: Achievement of business targets for all financial products as defined and agreed upon.
Relationship Building:
- Manage relationships with HL executives mapped to him/her.
- Maintain good relations with HDFC Limited.
- Foster good relationships with Channel partners & DSA.
- Cultivate relationships with assigned/sourced customers to identify opportunities for various products to meet their financial needs.
Account Management & Servicing:
- Manage and service the existing customer portfolio.
- Coordinate with the TM/Coordinator/SM for post-sales service requests from customers (claims, endorsements, policy copies, etc.).
- Timely sharing of updated reports with customers on purchased products.
- Coordinate with customers during renewals.
Certification and Regulatory Compliance:
- Ensure compliance with selling various products by undergoing training and certification for IRDA, AMFI, etc., related to insurance and other products.
- Maintain consciousness and vigilance towards declaration of customer information.
- Ensure the right quality of business being sourced.
LOCATION: PAN India
EXPERIENCE: 0 – 3 years
SALARY RANGE: As per industry standard
FUNCTIONAL AREA: Sales Executive/Officer
EMPLOYMENT TYPE: Permanent
DESIRED CANDIDATE PROFILE:
- Must be a graduate from any stream.
- Should have a minimum of 6 months of experience in sales (insurance).
- Open to traveling.
- Candidate must have good communication skills.
APPLY NOW: HDFC Sales Job Application
