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Lobby Sales Executive- Chandigarh

Job title: Lobby Sales Executive- Chandigarh

Company: HDFC Sales Pvt Ltd

Job description: ** We do not post anything to your social profiles or share data with anyone.

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Lobby Sales Executive- Chandigarh

Lobby Sales Executive- Chandigarh

Premium

1 Opening

Posted 2 weeks, 6 days Back

Salary

INR10,00010,000 – 12,500 PMPM

Experience

1 yrto3 yrs experience| Resume Required

Location

IB Park, Chandigarh

Lobby Sales Executive- ChandigarhFULL_TIME

India’s leading Loan and Insurance Company Not Specified

Graduation

1 yr

2020-09-22T17:19:30

2021-01-20T17:26:13

Accounting / Finance

Sales / Business Development

Job Benefits

PF & ESIC

Additional Incentives

INR

INR10,00010,000 – 12,500 PMPM

IB Park, ChandigarhChandigarh ChandigarhNot SpecifiedIN

9:30 AM – 5:30 PM(day shift)

p

b
Business Targets: Achievement of business targets for all financial products as defined and agreed upon.
/b

/p

ul

li
Meet customers to sell all financial products
/li

li
Meet & counsel Walk-in & DSA customers who have been referred to him/her by HDFC Limited
/li

li
Influence customers to buy FD who have no prior HDFC Deposit relationship.
/li

li
Ensure proper customer profiling on each call/customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.
/li

li
Obtain appropriate documents/information from the client and ensure the forms are duly completed before logging the sale
/li

li
Communicate the necessary details to the customers for the products being bought by them.
/li

li
Ensure sale is completed through/in line with the defined sales process.
/li

li
Maintain product mix across types of loans/value of loans ( Eqt, Housing, etc) and appropriate open market share for all products ( PAR / ULIP / Non-Par).
/li

li
Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM representatives).
/li

li
Closely monitor the HL data of the HL executives mapped to maximize the business opportunities.
/li

li
Ensure maximum joint calls with each HL executive mapped.
/li

li
Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy, etc.)
/li

li
Ensure that all documents are properly scanned and there are no mistakes while lead updation in the system.
/li

li
Be completely aware of the products being offered by the company and understand competition offering to be able to handle customer objections.
/li

li
Be updated with the latest product features to enhance his / her selling abilities
/li

li
Ensure all desired matrix and business composition (persistency, funded, non-funded, etc.) are met
/li

/ul

p

b
Relationship Building:
/b

/p

ul

li
Manage relationship with HL executives mapped to him/her.
/li

li
Maintain good relations with HDFC Limited
/li

li
Maintain good relationship with Channel partners& DSA
/li

li
Build a relationship with the assigned/sourced customer to create opportunities for various products to fulfill the customer’s financial needs.
/li

/ul

p

b
Account Management & Servicing:
/b

/p

div

ul

li
Manage and service the existing customer portfolio.
/li

li
Coordinate with the TM / Coordinator / SM for post-sales service requests form the customers (claims, endorsements, policy copy, etc).
/li

li
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

/ul

b
Certification and regulatory compliance:
/b

/div

div

ul

li
Be compliant towards the selling of various products by undergoing the training and certification for IRDA, AMFI, etc towards selling of insurance and any other products
/li

li
The FSA has to be conscious and vigilant towards the declaration of the customer information. In case FSA feels there is a disconnect in the information shared by the customer versus his/her observation, they need to crosscheck the information before booking the business.
/li

li
Ensure the right quality of business being sourced.
/li

/ul

/div

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Company Typically replies in 1 hr

Additional Details

Job Type

Full Time

Shift Timings

9:30 AM – 5:30 PM(day shift)

Working Days

6 days|Off Days:Sunday

(3rd Saturday will be off)

Job Benefits

PF & ESIC

Additional Incentives

Lucrative incentives

Reimbursements

Travelling Cost

Based on Actuals

Other Cost

Budget can be stretched till 13-14k in hand for good quality

Job Requirements

Education

Graduation degree mandatoryCompulsory

Experience

1 yr to 3 yrs of experience as Sales / Business Development in Banking / Financial Services / Insurance mandatoryCompulsory

Minimum 1 Year Exp into Insurance SalesCompulsory

Age

20 – 30 yrsCompulsory

Ownership

Bike/ScooterCompulsory

Communication

Good English skills – Ability to Speak, Read & WriteCompulsory

Documents

Cheque Book / Pass BookCompulsory

Joining and Relieving LettersCompulsory

Marksheets and DegreeCompulsory

Salary slipsCompulsory

Pan CardCompulsory

Aadhar CardCompulsory

2-Wheeler Driving LicenseCompulsory

Others

Candidate should be flexible to go on field in lockdown periodCompulsory

Expected SalaryCompulsory

Notice PeriodCompulsory

Job Description

Business Targets: Achievement of business targets for all financial products as defined and agreed upon.

  • 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) and appropriate open market share for all products ( PAR / ULIP / Non-Par).
  • 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 are 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

Relationship Building:

  • Manage relationship with HL executives mapped to him/her.
  • Maintain good relations with HDFC Limited
  • Maintain good relationship with Channel partners& DSA
  • Build a relationship with the assigned/sourced customer to create opportunities for various products to fulfill the customer’s financial needs.

Account Management & Servicing:

  • Manage and service the existing customer portfolio.
  • Coordinate with the TM / Coordinator / SM for post-sales service requests 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.

Certification and regulatory compliance:

  • Be compliant towards the 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 the declaration of the customer information. In case FSA feels there is a disconnect in the information shared by the customer versus his/her observation, they need to crosscheck the information before booking the business.
  • Ensure the right quality of business being sourced.

Company Details

Corporate|Accounting / Finance|Above 1000 Employees

Headquartered in Mumbai, Company was formed in January 2004. Today, after 15 years, it is a workforce of 11,000+ employees in over 350 branches across various locations in India. Our clients are at the heart of all our endeavours. We understand that our success only comes from ensuring all our products and services meet the unique needs of each of our clients. Our proactive customer-centric initiatives have ensured a steady upscale in our business and regularly create paths for expansion and growth.

Our people are our strongest asset. We know that the talent and points of view of diverse individuals built our legacy and will shape our future.

What started as farsightedness in encouraging mortgage distribution for our company, has today become one of our market leading products. A one-stop shop for all financial management solutions, it covers a wide range of products. Our endeavour now is to grow beyond boundaries.

Lobby Sales Executive- Chandigarh

at HDFC Sales Pvt Ltd(Posted by india’s leading loan and insurance company)

10,000 – 12,500 PM

IB Park, Chandigarh

1 yrto3 yrs experience

Company Typically replies in 1 hr

Note: Aasaanjobs does NOT ask money from jobseeker anytime. If a company is asking money from jobseeker, it is most probably a scam.

Expected salary: Rs.10000 per month

Location: Chandigarh

Job date: Wed, 23 Sep 2020 22:55:43 GMT

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