Sales Officer Reputed Financial Industry Mumbai, Maharashtra, India 20 k - Jackson John- 9152028136

JOB DETAILS

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

2) To source open market business too and achieve the targets assigned

3) To be completely aware of the products being offered by the company and understand competition offering and handle customer objections

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

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

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

FUNCTIONAL AREA

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