To monitor closely the HL data and cross sell insurance HDFC Life and Non &ndash Life, fixed deposits and other products as introduced by the company to home loan customers of HDFC Sales
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To source open market business too and achieve the targets assigned
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To be completely aware of the products being offered by the company and understand competition offering and handle customer objections
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To ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options
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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
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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&rsquos family details, other general insurance details, other loan details etc
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To be in sync and work together with the partner representatives
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Understanding the joint ownership of the customer at the time of servicing etc
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To ensure timely renewal of the business sourced
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To ensure appropriate processes defined are being followed and undergo the training and certification for being compliant towards selling of various products insurance, mutual funds etc
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To always be well groomed and his sales kit should be organized and complete
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To maintain company first attitude and be respectful in attitude towards other fellow colleagues, seniors, partners etc. interested candidates can contact to me . nihal.rajak@white-force.in contact no-8770894707