Position Overview
Roles & Responsibilities:
Business Targets: Achievement of business targets for all financial products as defined and agreed upon.
Relationship Building: Manage relationship with HL executives mapped to him / her. Maintain good relations with HDFC Limited Maintain good relationship with Channel partners & DSA Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customer’s financial needs.
Account Management & Servicing: Manage and service the existing customer portfolio. Coordinate with the TM / Coordinator / SM for post sales service request form the customers (claims, endorsements, policy copy etc.) Timely sharing of updated reports with the customers on products being bought by them. Co-ordinate with the customers at the time of renewals.
Certification and regulatory compliance: Be compliant towards selling of various product...