Job Description

Job Purpose:

The

Financial Services Associate (FSA)

/

Lobby Sales Executive

is responsible for generating new leads, cross-selling financial products, and managing customer relationships. The role involves direct customer engagement, understanding financial needs, and offering tailored solutions through HDFC's product portfolio.

Experience : 1 to 5 years

Key Responsibilities:1. Business Development & Sales:

Achieve monthly and quarterly sales targets for assigned financial products. Approach walk-in and referred customers from HDFC Ltd and DSAs. Pitch and sell financial products such as Fixed Deposits, Insurance, and Mutual Funds. Influence customers with no prior HDFC relationship to invest. Gather customer documents and ensure accurate completion of forms before logging sales. Update leads and maintain customer records in CRM tools. Stay updated with HDFC and competitor product offerings to handle customer objections effectively.

2. Customer Relationship Management:

Maintain relationships with customers for repeat and referral business. Build trust and rapport with clients through clear communication and service excellence. Work closely with

HDFC Ltd.

executives and DSAs for lead conversion. Ensure customer satisfaction through timely support, follow-ups, and updates.

3. Account Management & Servicing:

Assist existing customers with renewals, claims, and service-related queries. Coordinate with internal teams for policy servicing, endorsements, and documentation. Maintain accurate daily reports (DSR, sales diaries, etc.) and MIS.

4. Compliance & Certification:

Undergo mandatory certifications (IRDA, AMFI) as per product requirements. Ensure all sales are compliant with HDFC and regulatory guidelines. Maintain integrity and transparency in customer dealings. Report discrepancies or mismatched customer data before business booking.

Key Skills & Competencies:

Strong communication and interpersonal skills (English & Hindi mandatory). Confident in presenting and convincing customers. Good understanding of financial products (Deposits, Insurance, Mutual Funds). Proactive, customer-oriented, and self-motivated. Ability to handle pressure and meet targets. Basic computer knowledge (MS Excel, email, CRM). Relationship-building mindset with a strong ethical approach.

Performance Metrics:

Achievement of monthly product-wise targets. Customer satisfaction and repeat business ratio. Quality of sales and compliance adherence. Accuracy of data entry and documentation.

Growth Opportunities:

Opportunity to grow into

Team Leader, Assistant Sales Manager, or Branch Sales Manager

roles. Regular skill development and product training sessions. Attractive performance incentives and recognition programs. Strong career progression within the HDFC Group.

Why Join HDFC Sales Pvt. Ltd.?

Reputed brand name with a strong market presence. Safe and inclusive environment for women employees. Attractive earning potential with incentives. Continuous learning and development support.
Job Type: Full-time

Pay: ?260,000.00 - ?320,000.00 per year

Work Location: In person