HDFC Sales, Financial Services, Relationship Building, Account Management, Compliance, Sales Executive, PAN India, Insurance, Customer Service, Target Achievement
Join HDFC Sales as a Financial Service Associate to achieve business targets, manage customer relationships, and ensure compliance with regulatory requirements. This permanent role is open across PAN India with a competitive salary as per industry standards.
| Job Description | Details |
|---|---|
| Company Name | HDFC Sales |
| Post Name | Financial Service Associate |
| Employment Type | Permanent |
| Job Location | PAN India |
| Experience Required | 0 – 3 years |
| Salary Range | As per industry standards |
| Functional Area | Sales Executive/Officer |
Role & Responsibilities
- Business Targets: Achievement of business targets for all financial products as defined and agreed upon.
- Relationship Building: Manage relationships with HDFC Limited, HL executives, channel partners, DSA, and customers to create opportunities for various financial products.
- Account Management & Servicing: Manage and service the existing customer portfolio, coordinate post-sales service requests, and ensure timely report sharing with customers.
- Certification and Regulatory Compliance: Ensure compliance with regulatory requirements, including certifications for selling insurance and other financial products. Be vigilant about customer information declaration and maintain the quality of business sourced.
Skills & Qualifications
- Educational Qualification: Must be a graduate from any stream.
- Experience: Minimum 6 months of experience in sales (preferably in insurance).
- Travel: Open to traveling as per job requirements.
- Communication Skills: Must have good communication skills.
Work Location
- The position is open across PAN India, offering flexibility in work locations.
FAQs about the Financial Service Associate Role at HDFC Sales
Q1: What are the main responsibilities of a Financial Service Associate at HDFC Sales?
A: The responsibilities include achieving business targets for financial products, building and managing relationships with customers and partners, servicing existing accounts, and ensuring compliance with regulatory standards.
Q2: What qualifications are required for this position at HDFC Sales?
A: Candidates must be graduates from any stream with at least 6 months of experience in sales, preferably in insurance.
Q3: What is the expected CTC for the Financial Service Associate role at HDFC Sales?
A: The salary is as per industry standards, with exact figures depending on the candidate’s experience and location.
Q4: What is the primary focus of the Financial Service Associate role at HDFC Sales?
A: The focus is on achieving business targets, managing customer relationships, and ensuring compliance with certifications and regulatory requirements.
Q5: Is this a field job or an office-based role?
A: The role involves both fieldwork for relationship building and office work for managing accounts and compliance tasks.
Q6: What kind of experience is preferred for this role?
A: A minimum of 6 months of experience in sales, especially in the insurance sector, is preferred.
Q7: Will I need to travel for this role?
A: Yes, the role may require travel for meeting clients, partners, and HDFC Limited executives.
Q8: What are the certification requirements for this role?
A: The role requires certifications for selling insurance and other financial products as per IRDA and AMFI standards.
Q9: What are the key skills required for success in this role?
A: Key skills include strong communication, relationship management, sales acumen, and compliance awareness.
Q10: How can I apply for the Financial Service Associate position at HDFC Sales?
A: Interested candidates can apply directly through the HDFC Sales career portal or by contacting the HR department.
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