HDFC Sales (Gujarat): Financial Services Associate/ Lobby Sales Executive | Salary Upto 1.80L pa | JC/1726

 Interview Process:

 

• Post CV Screening Ridhima will provide a time slot to connect your candidate for a con call
• Post her short listing, candidate’s profile will be shared with the client

• Immediate Joiners Required
• Work from Office

 

 

Pointers:

 

1- Duplicity will be checked and informed to you.

2- Feedback will be shared post telephonic interviews.

3- Candidates should be from the local area only.

4- Candidates should have two wheeler and driving license.

5- Candidates should be graduate in any stream.

6- Candidates having relevant experience will be preferred.

 

 

 

Sr no	Name of Candidate	Contact number	Position	Location	Interview Date	Interview Time	Current/Last Employer	Last CTC	Expected CTC	Referred By

 

Company Website: https://www.hdfcsales.com/

HDFC Sales is a wholly owned subsidiary of HDFC Ltd. The company has been floated as a distribution arm of HDFC with an objective of offering doorstep service to

prospective clients of HDFC group. HDFC Sales offers financial management solutions to individuals encompassing among other products like Home Loans, Life

Insurance, Mutual Funds, Fixed Deposits and Property Solutions.

 

Job Code	JC/1726
Process	Financial Services
No of Position	5
Gender	Male / Female
About Process	Meet customers to sell all financial products
	Meet & counsel Walk -in & DSA customers who have been referred to him / her by HDFC Limited
	Influence customers to buy FD who have no prior HDFC Deposit relationship
	Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.
	Obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale
	Communicate the necessary details to the customers for the products being bought by them.
	Ensure sale is completed through / in line with the defined sales process.
	Maintain product mix across types of loans / value of loans ( Eqt, Housing, etc)
	Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM representatives).
	Closely monitor the HL data of the HL executives mapped to maximize the business opportunities.
	Ensure maximum joint calls with each HL executive mapped.
	Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy, etc.)
	Ensure that all documents are properly scanned and there is no mistakes while lead updation in the system.
	Be completely aware of the products being offered by the company and understand competition offering to be able to handle customer objections.
	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
	Manage relationship with HL executives mapped to him / her.
	Maintain good relations with HDFC Limited
	Maintain good relationship with Channel partners & DSA
	Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customer’s financial needs
	Manage and service the existing customer portfolio.
	Coordinate with the TM / Coordinator / SM for post sales service request form the customers (claims, endorsements, policy copy etc).
	Timely sharing of updated reports with the customers on products being bought by them.
	Co-ordinate with the customers at the time of renewals
	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
	The FSA has to be conscious and vigilant towards declaration of the customer information.  In case FSA feels there is disconnect in the information shared by customer versus his/her observation, they need to crosscheck the information before booking the business.
	Ensure the right quality of business being sourced
Title	Financial Services Associate/ Lobby Sales Executive
Location	Gujarat – Gandhidham (5)
Requirement	Good Communication Skills (8/10)
	Basic Computer Knowledge
Experience	Graduate with minimum 6 months to 1 year of relevant experience
Shift timings	9:30 am to 6:30 pm
Transport Boundaries	NA
Transport Facility	NA
Salary Range	Graduate Fresher – 1.5 to 1.70 LPA CTC + Lucrative Incentives & MBA Fresher – 1.6 to 1.82 LPA CTC + Lucrative Incentives
Weekly Off	Sunday fixed off
Age	Upto 30 years
USP	brand, Growing industry, Growth opportunity.
Rounds of Interview	HR (Check previous experience, Qualification, Age, Communication skills, Compensation, Stability)
	Operations (Process knowledge, Age, Stability, Communication skills, Compensation)
Documents	Educational + Identity Proof + Residential Proof + Offer Letter + Salary Proof (Bank Statement/Payslip) + Relieving Documents
Clawback	90 Days