Job Description

Roles and responsibilities :

- To monitor the HL data closely and cross sell insurance (HDFC Life and Non- Life), fixed deposits and other products as introduced by the company to customers of HDFC Sales

- To source open market business too and achieve the targets assigned

- To be completely aware of the products being offered by the company and understand competition offerings and handle customer objections

- To ensure proper customer profiling on each call/customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options

- Relationship building with the Home Loan Executives to which he is mapped and ensuring joint calls with the HLE to ensure maximum attachments of the files being disbursed

- To build a relationship with the customer so that he/ she can cross sell other product offering basis the need of the customer, thereby managing the entire customer account. FSA to ensure to source customer's family details, other general insurance details, other loan details etc

- To be in sync and work together with the partner representatives

- Understanding the joint ownership of the customer at the time of servicing etc

- To ensure timely renewal of the business sourced