Job Description

o Meet customers to sell all financial products o Meet & counsel Walk -in & DSA customers who have been referred to him / her by HDFC Limited o Influence customers to buy FD who have no prior HDFC Deposit relationship. o Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options. o Obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale. o Communicate the necessary details to the customers for the products being bought by them. o Ensure sale is completed through / in line with the defined sales process. o Maintain product mix across types of loans / value of loans (Eqt., Housing, etc.) o and appropriate open market share for all products (PAR / ULIP / Non Par). o Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM representatives). o Closely monitor the HL data of the HL executives mapped to maximize the business opportunities. o Ensure maximum joint calls with each HL executive mapped. o Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy, etc.) o Ensure that all documents are properly scanned and there are no mistakes while lead updating in the system. o Be completely aware of the products being offered by the company and understand competition offering to be able to handle customer objections. o Be updated with the latest product features to enhance his / her selling abilities Ensure all desired matrix and business composition (persistency, funded, non-funded, etc.) are met Job Types: Full-time, Regular / Permanent Salary: 918,000.00 - 922,000.00 per month Benefits:

• Health insurance
• Paid sick time
• Provident Fund

Schedule:

• Day shift

Supplemental pay types:

• Performance bonus

Application Question(s):

• Do you have a two-wheeler? Yes / No

Education:

• Bachelor\'s (Required)

Language:

• English (Required)
• Tamil (Required)

Speak with the employer
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