Banking Executive

Updated: May 12, 2024 12:56 PM GMT

SPRS Solutions

Piduguralla, Andhra Pradesh

ROLES & RESPONSIBILITIES:
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 customer’s family details, other... More Detail