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Financial Service Associate

🏢
Confidential
📍 New Delhi, India
📍
Location New Delhi
📅
Posted June 03, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

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...

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    📍 Location Details

    🌆
    City
    New Delhi
    🗺️
    Country
    India
    🚗
    Commute
    Local Area

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