Financial Services Associate | Hdfc

Profex Tech

Kaushambi, Gurugram District, Jaipur

On-site

INR 350,000 - 650,000

Full time

14 days+

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Job summary

Profex Tech in Kaushambi (Uttar Pradesh) is seeking a Financial Services Associate to monitor HL data, cross-sell insurance, fixed deposits and other products, source open market business, and consistently meet sales targets.

You will profile customers, build trusted HL relationships, ensure renewals and compliance, and contribute to a high standard of client service. The role requires analytical ability, attention to detail, and teamwork with sales and risk teams.

Job description

Posted: 1 day ago Openings: 1 Applicants: 26

Financial Services Associate responsible for monitoring HL data to cross-sell insurance, FDs and other products; sourcing open market business; achieving targets; profiling customers; building HLE relationships; ensuring renewals, compliance.

Skills highlighted with ‘‘ are preferred keyskills

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