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4 Learnedge Hub Jobs
Financial Service Associate
Learnedge Hub
posted 8hr ago
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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.
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
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