Financial Service Associate

<h3><strong>ROLES & RESPONSIBILITIES:</strong></h3><ul><li><strong>Business Targets:</strong>Achievement of business targets for all financial products as defined and agreed upon.</li><li></li><li><strong>Relationship Building:</strong></li><li class="ql-indent-1">Manage relationship with HL executives mapped to him / her.</li><li class="ql-indent-1">Maintain good relations with HDFC Limited</li><li class="ql-indent-1">Maintain good relationship with Channel partners & DSA</li><li>Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customers financial needs.</li><li class="ql-indent-1"></li><li><strong>Account Management & Servicing:</strong></li><li class="ql-indent-1">Manage and service the existing customer portfolio.</li><li class="ql-indent-1">Coordinate with the TM / Coordinator / SM for post sales service request form the customers (claims, endorsements, policy copy etc.)</li><li class="ql-indent-1">Timely sharing of updated reports with the customers on products being bought by them.</li><li>Co-ordinate with the customers at the time of renewals.</li><li class="ql-indent-1"></li><li><strong>Certification and regulatory compliance:</strong></li><li class="ql-indent-1">Be compliant towards selling of various products by undergoing the training and certification for IRDA, AMFI etc. towards selling of insurance and any other products</li><li class="ql-indent-1">The FSA has to be conscious and vigilant towards declaration of the customer information.</li><li class="ql-indent-1">Ensure the right quality of business being sourced.</li></ul><p><br></p><p><strong>LOCATION: </strong> Tolichowki, Hafeezpet</p><p><br></p><p>Do you want to work with us? </p><p>Contact us: 7981132036 / 9390753073</p><h3> </h3><p><br></p><p><br></p>