Financial Service Associate – Financial Services

<p>Designation: Financial Service Associate - Financial Services<br />
Role/Functional Area: Sales/Business Development<br />
Location: Nayapalli, Bhubaneswar<br />
Experience: 0.6 year - 2 years<br />
Salary Range: As per industry standard<br />
Role and Responsibility:<br />
 Business Targets: Achievement of business targets for all financial products as defined and<br />
agreed upon.<br />
o Meet customers to sell all financial products<br />
o Meet &amp; counsel Walk -in &amp; DSA customers who have been referred to him / her by HDFC<br />
Limited<br />
o Influence customers to buy FD who have no prior HDFC Deposit relationship.<br />
o Ensure proper customer profiling on each call / customer visit, to identify and understand<br />
his/her needs and accordingly recommend investment and Insurance options.<br />
o Obtain appropriate documents / ...