Hiring - Financial Services Associate/ Lobby Sales Executive for HDFC SALES Pvt Ltd Full-time



Delhi, Delhi (5)

Purpose: The role holder is required to meet his/ her targets through generation of new leads and managing and building relationship with customers mapped to them in order to cross sell Financial Services products.

Desired Background :  Fresher's  Or MBA / Graduates  with minimum 1 year of experience

KPA & Activities:

  1. 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 is 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
  1. 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.
  1. 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.
  1. 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.  In case FSA feels there is disconnect in the information shared by customer versus his/her observation, they need to crosscheck the information before booking the business.
  • Ensure the right quality of business being sourced.


Role Specific Skills
  • Active Learning
  • Active Listening
  • Administration and Management
  • Category Flexibility
  • Communications and Media
  • Complex Problem Solving
  • Computers and Electronics
  • Critical Thinking
  • Customer and Personal Service
  • Deductive Reasoning
  • Economics and Accounting
  • English Language
  • Flexibility of Closure
  • Fluency of Ideas
  • Inductive Reasoning
  • Information Ordering
  • Judgment and Decision Making
  • Law and Government
  • Mathematical Reasoning
  • Mathematics
  • Monitoring
  • Near Vision
  • Number Facility
  • Oral Comprehension
  • Oral Expression
  • Problem Sensitivity
  • Reading Comprehension
  • Sales and Marketing
  • Speaking
  • Speech Clarity
  • Speech Recognition
  • Systems Analysis
  • Systems Evaluation
  • Writing
  • Written Comprehension
  • Written Expression

Any Graduate

Master of Business Administration (MBA) - Any Specialization

Profile - Financial services associate 


Location - Delhi NCR 


Salary -2.0to 3.50 LPA + incentive 


Qualifications - Graduate / post graduate ( MBA regular) 


Experience - 0 to 5 years experience in insurance sales 


Only male and candidates must have two wheeler / Localized.