Sales Executive (Female Candidates Only)

Location:

• Faridabad – HDFC Sales Pvt. Ltd, 4A 02/04/06, 4th Floor, Crown Plaza, Sector 15A, Faridabad, Haryana

Employment Type:

Full-Time | On-site

Eligibility Criteria:

• Gender: Female candidates only
• Education: Minimum Graduate (MBA preferred)
• Experience: 0–5 years (Freshers and experienced candidates can apply)
• Salary: ₹2.60 LPA – ₹3.20 LPA + Lucrative Incentives

About the Company:

HDFC Sales Pvt. Ltd., part of the HDFC Group, is a leading financial services distribution company in India. The company focuses on offering a range of financial products including Home Loans, Fixed Deposits, Insurance, and Investment Products, while maintaining a strong customer-first approach and ethical work culture.

Job Purpose:

The Financial Services Associate (FSA) / Lobby Sales Executive is responsible for generating new leads, cross-selling financial products, and managing customer relationships. The role involves direct customer engagement, understanding financial needs, and offering tailored solutions through HDFC’s product portfolio.

Key Responsibilities:

1. Business Development & Sales:

• Achieve monthly and quarterly sales targets for assigned financial products.
• Approach walk-in and referred customers from HDFC Ltd and DSAs.
• Pitch and sell financial products such as Fixed Deposits, Insurance, and Mutual Funds.
• Influence customers with no prior HDFC relationship to invest.
• Gather customer documents and ensure accurate completion of forms before logging sales.
• Update leads and maintain customer records in CRM tools.
• Stay updated with HDFC and competitor product offerings to handle customer objections effectively.

2. Customer Relationship Management:

• Maintain relationships with customers for repeat and referral business.
• Build trust and rapport with clients through clear communication and service excellence.
• Work closely with HDFC Ltd. executives and DSAs for lead conversion.
• Ensure customer satisfaction through timely support, follow-ups, and updates.

3. Account Management & Servicing:

• Assist existing customers with renewals, claims, and service-related queries.
• Coordinate with internal teams for policy servicing, endorsements, and documentation.
• Maintain accurate daily reports (DSR, sales diaries, etc.) and MIS.

4. Compliance & Certification:

• Undergo mandatory certifications (IRDA, AMFI) as per product requirements.
• Ensure all sales are compliant with HDFC and regulatory guidelines.
• Maintain integrity and transparency in customer dealings.
• Report discrepancies or mismatched customer data before business booking.

Key Skills & Competencies:

• Strong communication and interpersonal skills (English & Hindi mandatory).
• Confident in presenting and convincing customers.
• Good understanding of financial products (Deposits, Insurance, Mutual Funds).
• Proactive, customer-oriented, and self-motivated.
• Ability to handle pressure and meet targets.
• Basic computer knowledge (MS Excel, email, CRM).
• Relationship-building mindset with a strong ethical approach.

Performance Metrics:

• Achievement of monthly product-wise targets.
• Customer satisfaction and repeat business ratio.
• Quality of sales and compliance adherence.
• Accuracy of data entry and documentation.

Growth Opportunities:

• Opportunity to grow into Team Leader, Assistant Sales Manager, or Branch Sales Manager roles.
• Regular skill development and product training sessions.
• Attractive performance incentives and recognition programs.
• Strong career progression within the HDFC Group.

Why Join HDFC Sales Pvt. Ltd.?

• Reputed brand name with a strong market presence.
• Safe and inclusive environment for women employees.
• Attractive earning potential with incentives.
• Continuous learning and development support.