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Infiniserve IT Solutions Inc.

Financial Service Associate

Posted on July 15, 2025

Udaipur, India
0 - 0 USD (yearly)

Full Time

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Financial Service Associate

Role and Responsibility:

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
To source open market business too and achieve the targets assigned
To be completely aware of the products being offered by the company and understand competition offering and handle customer objections
To ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options
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
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 customers family details, other general insurance details, other loan details etc
To be in sync and work together with the partner representatives
Understanding the joint ownership of the customer at the time of servicing etc
To ensure timely renewal of the business sourced
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)
To always be well groomed and his sales kit should be organized and complete
To maintain company first attitude and be respectful in attitude towards other fellow colleagues, seniors , partners etc

Job Type: Full-time

Pay: Up to ₹24,000.00 per month

Schedule: