Financial Associate Jobs at HDFC Life| Apply Right Now
- Job Title: Financial Associate Jobs
- Company: HDFC Life
- Degree: Any Graduate Can Apply
- Salary: INR 3 – 7/- LPA
- Location: Work From Home
- Experience: Freshers/Experienced Both Eligible
Company Overview:
HDFC Life, one of India’s leading personal life coverage corporations, presents more than a few men or women and institution insurance answers to fulfill numerous purchaser needs along with protection, pension, financial savings, investment, and fitness. Established in 2000, HDFC Life is a joint venture between HDFC Ltd.,
India’s leading housing finance group, and Standard Life Aberdeen, an international funding enterprise. With a vision to grow to be the most dependent existing insurance company, HDFC Life combines knowledge and innovation to provide nice-in-magnificence products and services.
Job Overview: Financial Associate Jobs
The Financial Associate role is pivotal to HDFC Life’s growth strategy. As a Financial Associate, you may be answerable for building robust relationships with customers, expertise their economic desires, and supplying tailor-made insurance answers to satisfy those desires.
This position calls for a deep know-how of monetary merchandise, wonderful income acumen, and a dedication to turning in excellent customer service.
Key Responsibilities:
1. Client Relationship Management:
- Develop and maintain robust relationships with new and existing clients.
- Conduct regular follow-united States of America to ensure consumer delight and retention.
- Address patron inquiries and offer complete records about HDFC Life’s products and services.
2. Sales and Business Development:
- Identify and goal-ability customers through numerous channels together with bloodless calls, referrals, and networking.
- Present and promote appropriate life insurance products based totally on the purchaser’s financial needs and desires.
- Achieve monthly and annual sales goals as set by the agency.
3. Needs Analysis and Planning:
- Conduct thorough monetary needs evaluation for clients.
- Recommend appropriate products and services based on clients’ monetary fame, danger appetite, and long-term goals.
- Assist clients in formulating and imposing powerful monetary plans.
4. Product Knowledge and Training:
- Stay up to date on all HDFC Life products, services, and marketplace tendencies.
- Participate in everyday schooling periods to beautify product understanding and income capabilities.
- Educate customers on monetary planning and the benefits of life insurance products.
5. Compliance and Documentation:
- Ensure all income sports observe regulatory necessities and agency guidelines.
- Accurately entire all important documentation and preserve statistics for audit purposes.
- Handle claims and policy servicing in a professional and timely way.
Qualifications and Skills:
- Education: Bachelor’s diploma in Finance, Business Administration, Economics, or associated fields.
- Experience: 1 year of experience in sales, economic advisory, or coverage enterprise preferred.
- Skills: Strong interpersonal and communique capabilities.
- Proficient in sales strategies and purchaser dating control.
- Ability to investigate financial data and make informed pointers.
- High stage of integrity and dedication to ethical practices.
- Excellent trouble-solving and choice-making competencies.
- Ability to paint independently and as a part of a group.
Personal Attributes:
- Self-prompted and consequences-orientated.
- Strong organizational and time control abilities.
- Adaptability and resilience in a dynamic sales environment.
- Customer-centric mindset with a focal point on delivering extraordinary providers.
Benefits:
- Competitive income and overall performance-based incentives.
- Comprehensive health and lifestyle insurance coverage.
- Continuous expert development and training applications.
- Opportunities for career development within the enterprise.
- Supportive and collaborative paintings subculture.
Why Join HDFC Life?
Joining HDFC Life manner being a part of an organization that values innovation, integrity, and purchaser satisfaction.
As a Financial Associate, you will have the possibility to make a huge impact on customers’ lives by assisting them gain monetary security and peace of thoughts. HDFC Life is dedicated to fostering a diverse and inclusive painting environment in which employees can thrive and grow professionally.
How To Apply:
Interested applicants are invited to publish their resumes and cover letters through the HDFC Life career portal. Shortlisted applicants may be contacted for a preliminary interview, accompanied by means of subsequent rounds which include a sales simulation and final interview.
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