Relationship Manager - Cross Selling- Telangana - Hdfc Sales
- HDFC Sales
- 0 - 5 years
- Vijayawada, Guntur
- 3 months ago
- Email to a friend
- Report this job
Job Description
Designation: Relationship Manager
Department: Financial Services
Role/Functional Area: Sales/Business Development
Experience: 3 years to 6 years
Salary Range: Up to 32000/- p.m + monthly incentives
Role and Responsibility:Business Targets: Achievement of business targets for all financial products as defined and agreed upon.
- Meet customers to sell all financial products
- 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).
- 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 are no mistakes while lead updating 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
- Maintain good relationship with Channel partners & DSA
- Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customers 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 RM has to be conscious and vigilant towards declaration of the customer information. In case RM 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.
Desired candidate profile:
- Must be a graduate from any stream
- Should have minimum 2 yrs experience in cross selling products from BFSI or NBFC
- Proven experience in sales, with a focus on cross-selling and upselling.
- Strong understanding of sales techniques and customer relationship management principles.
- Excellent communication and interpersonal skills
- Candidate must have two wheeler
Interested candidates pls share your CV with sw***********l@hd******s.com and ru****a@hd******s.com
Regards
Human Resources
HDFC Sales
Job Classification
Industry: BankingFunctional Area / Department: BFSI, Investments & TradingRole Category: Life InsuranceRole: Relationship ManagerEmployement Type: Full timeContact Details:
Company: Hdfc SalesLocation(s): Vijayawada, Guntur
Keyskills: Cross Selling Upselling General Insurance Life Insurance Insurance
Similar positions
HDFC Sales
HDFC Sales is a wholly-owned subsidiary of HDFC Ltd. The company has been floated as a distribution arm of HDFC with the objective of offering quick and easy service to prospective clients of HDFC group. HDFC Sales offers financial management solutions to individuals encompassing among other product...
Job Listings
We are in open beta version of website, please let us know if any issues, at: info(at)indigojobs.in