Job Description

The Financial Services Sales Representative plays a crucial role in meeting business targets for insurance against loans by generating new leads and cultivating relationships with customers. They will cross-sell a range of financial products to meet customer needs and contribute to business growth. The role involves meeting with customers, conducting proper profiling, recommending suitable products, and ensuring seamless sales processes.Role & Responsibilities:Business Targets:

• Achieve business targets for all financial products as defined and agreed upon.

• Sell financial products to customers through meetings and counseling sessions.

• Counsel walk-in and DSA (Direct Selling Agent) customers referred by the company.

• Conduct proper customer profiling to understand needs and recommend suitable investment and insurance options.

• Communicate product details effectively to customers and ensure sales are completed as per defined processes.

• Coordinate with relevant personnel for claims processing.

• Monitor the data of HL (Home Loan) executives to maximize business opportunities.

• Manage relationships with HL executives mapped to them.

• Maintain good relations with HDFC Limited.

• Cultivate relationships with channel partners and DSAs.

• Build strong relationships with assigned/sourced customers to identify opportunities for various products to meet their financial needs.

• Knowledge of insurance and financial services products, including understanding competition offerings.

• Ability to effectively sell products and provide required services to customers.

• Graduation/MBA qualification with excellent communication skills.

• Strong interpersonal skills with a focus on customer relationship management.

• Effective planning abilities with expertise in geography mapping and sales management.

• Proven selling skills with a track record of successful conversions and objection handling.

• Stable On-Role Job: Enjoy the security and stability of an on-role employment opportunity.

• Career Growth: Experience stable career growth within the organization with ample opportunities for advancement.

• Performance-Based Incentives: Unlock unlimited earning potential through performance-based incentives.

• Comprehensive Benefits: Access to comprehensive benefits including health coverage, retirement plans, and employee assistance programs.

• Training and Development: Receive ongoing training and development opportunities to enhance skills and knowledge.

• Work-Life Balance: Maintain a healthy work-life balance with flexible work arrangements and paid time off.

• Recognition and Rewards: Be recognized and rewarded for your contributions through various employee recognition programs.

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