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Learnedge Hub

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7 Learnedge Hub Jobs

Financial Service Associate

LEARNEDGE

0-2 years

Mumbai, Jaipur

Financial Service Associate

Learnedge Hub

posted 1mon ago

Job Role Insights

Key skills for the job

Salesforce Counselling Business Development IRDA Sales Planning

Job Description

Meet customers to sell all financial products
Meet & counsel Walk -in & DSA customers who have been referred to him / her by HDFC Limited
Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.
Ensure that all reports are created and maintained in a timely manner
e updated with the latest product features to enhance his / her selling abilities
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.

Employment Type: Full Time, Permanent

Read full job description

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