Financial Services Associate - Bhavnagar
15 Nos.
87420
Full Time
0.6 Year(s) To 3.0 Year(s)
1.80 LPA TO 2.25 LPA
Sales / BD
NBFC/MFI
Any - Any Graduation; Any - Any Post-Graduation
Job Description:
Job Title: Financial Service Associate – Financial Services
Location: Bhavnagar
Experience: 0.6 - 2 years in sales (insurance)
Salary: As per industry standards
Job Responsibilities:
- Achieve business targets for financial products.
- Meet and counsel customers referred by HDFC Limited.
- Influence customers to buy Fixed Deposits and other products.
- Profile customers to recommend suitable investment and insurance options.
- Complete sales processes and ensure proper documentation.
- Maintain a mix of loan products and open market share.
- Coordinate claims processing and monitor business opportunities with HL executives.
- Build and manage relationships with HL executives, HDFC Limited, channel partners, and DSAs.
- Service existing customer portfolios and handle post-sales requests.
- Stay compliant with certifications (IRDA, AMFI) and ensure quality business sourcing.
Desired Candidate Profile:
- Graduate from any stream.
- Minimum 6 months of insurance sales experience.
- Willingness to travel.
- Excellent communication skills.
Key Skills :
Company Profile
It caters to the varied needs of a diverse set of customers, ranging across retail and HNIs. We offer customized solutions in the areas of Mortgages, Life Insurance and General Insurance. Delivering long-term value demands powerful tools as well as deep insights. We have always tailored our investment strategies and solutions to focus on protecting and growing our clients’ wealth. Distribution is focused on building close and lasting relationships with each of our clients
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.