Financial Services Associate Financial Products - HSPL

Client: HDFC Sales Pvt. Ltd.

Key Responsibilities

• Develop and maintain a deep understanding of insurance products and financial services offered by the organization.
• Identify and pursue crossselling opportunities for various financial products based on customer needs and preferences.
• Build and maintain strong relationships with clients to understand their financial goals and provide suitable solutions.
• Assist customers in understanding different insurance policies including life health and property insurance.
• Conduct thorough financial assessments to determine the most appropriate insurance coverage for clients.
• Collaborate with the sales team to meet and exceed sales targets through effective crossselling strategies.
• Educate clients on the benefits and features of insurance and financial products to enhance their understanding and drive sales.
• Handle customer inquiries and issues related to insurance and financial services in a professional and timely manner.
• Participate in training programs to stay updated on industry trends regulatory changes and new product offerings.
• Prepare and maintain accurate records of client interactions transactions and sales activities.
• Contribute to the development of marketing materials and campaigns to promote insurance and financial products.
• Collaborate with underwriters actuaries and other professionals to assess and mitigate risks associated with insurance products.
• Participate in networking events and community outreach activities to expand the customer base and enhance brand visibility.
• Proactively identify and address opportunities to improve the customer experience and streamline sales processes.

Required Qualifications

• Bachelors degree in Finance Business Administration Marketing or related field.
• Proven experience in sales particularly in the insurance and financial services industry.
• Demonstrated success in crossselling financial products and meeting sales targets.
• Indepth knowledge of various insurance products including life health property and casualty insurance.
• Strong understanding of financial planning investment options and wealth management.
• Excellent communication and interpersonal skills to effectively engage with clients and promote financial products.
• Ability to analyze clients financial situations and recommend appropriate insurance coverage and investment options.
• Proficiency in using CRM software and other sales management tools to track leads opportunities and customer interactions.
• Familiarity with industry regulations and compliance requirements related to insurance and financial services.
• Certifications such as Licensed Insurance Agent or Certified Financial Planner are preferred.
• Proactive mindset with a resultsdriven approach to sales and customer service.
• Ability to work collaboratively in a team environment and contribute to a positive work culture.
• Strong problemsolving skills to address complex customer inquiries and tailor solutions to meet individual needs.
• Demonstrated organizational skills and attention to detail in managing sales documentation and customer information.
• Flexibility to adapt to changing market conditions and product offerings while maintaining high levels of productivity and sales performance.

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