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Financial Advisor Jobs Opening in HDFC SALES P LTD at A.B. Road., Indore

Financial Advisor
HDFC SALES P LTD
Indore(A.B. Road.)
0 Years
Not disclosed
HDFC SALES P LTD
Last Date 27 Jun 2022
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HDFC SALES P LTD - Job Details

Date of posting: 28 Apr 22
  • 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 relationship with the assigned / sourced customer to create opportunities for various products to fulfil 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 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.
       
  • Certification and regulatory compliance:
    • 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.
    • Ensure the right quality of business being sourced.

Job Summary

Job Type : Full Time
Job Role : Accountant
Job Category : Finance
Hiring Process : Face to Face Interview
Who can apply : Freshers
Country : India

About HDFC SALES P LTD

  • 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 relationship with the assigned / sourced customer to create opportunities for various products to fulfil 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 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.
       
  • Certification and regulatory compliance:
    • 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.
    • Ensure the right quality of business being sourced.

Apply Now
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Diploma, B.Com, 12th Pass (HSE)
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BSc, MSc
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HDFC SALES P LTD recruiting Financial Advisor candidates nearby Indore(A.B. Road.).HDFC SALES P LTD vacancies for Financial Advisor is recruited through Written-test, Face to Face Interview etc.
HDFC SALES P LTD Company recruits a lot of candidates every year based on the skills Computer Operater. The candidates with M.Com, B.Com are selected to full fill the vacancies in Accountant job field. The candidates nearby Indore(A.B. Road.) can apply for Financial Advisor position in HDFC SALES P LTD. All candidates should have a degree or post-graduation in the required field based on the requirement mentioned. The jobs are available in Full Time basis. When it comes to the HDFC SALES P LTD recruitment, candidates are mostly chosen for the department of Accountant . To learn more about the current jobs and other details, it is better to go through official site of HDFC SALES P LTD and Freshersworld. Find the latest jobs near you and near your home. So, that you don’t need to relocate. The Freshersworld is a leading employment portal that researches the official site of HDFC SALES P LTD and provides all the details about the current vacancies, the application process, selection process, interview test details, important dates and other information. Search and apply for the top job positions in HDFC SALES P LTD and near your city and get a secured career.