Financial Planning Manager

HDFC Life; Bhopal, Indore District; On-site; INR 400,000 - 600,000; Full time

Job summary

HDFC Life is hiring Relationship Managers for the Direct Channel (Loyalty) based in Bhopal and Indore. You will handle company-provided leads, engage customers via calls and digital channels, and recommend life insurance plans.

You will maintain strong relationships, ensure excellent service, and work toward monthly sales targets within the loyalty channel. The role requires Graduation and 1–5 years in Sales/Insurance, with strong communication and interpersonal skills and a customer-focused

Qualifications

• Graduation mandatory.
• 1–5 years experience in Sales / Insurance / BFSI preferred.
• Strong communication & interpersonal skills.
• Goal oriented and customer-focused mindset.

Responsibilities

• Handle company-provided leads.
• Call/digitally engage with existing customers and suggest suitable life insurance plans.
• Maintain strong customer relationships and provide excellent service.
• Achieve monthly sales targets and contribute to direct channel growth.
• Follow company policies, compliance norms, and quality standards.

Skills

Communication skills

Interpersonal skills

Customer focus

Goal oriented

Education

Graduation

Job description

Job Title: Relationship Manager Direct Channel (Loyalty)
Company: HDFC Life
Location: Bhopal & Indore

Job Description

We are hiring Relationship Managers for HDFC Life’s Direct Channel (Loyalty).

What you will do

• Handle companyprovided leads.
• Connect with existing customers through calls/digital/walkins and recommend suitable life insurance plans.
• Maintain strong customer relationships and ensure excellent service.
• Achieve monthly sales targets and contribute to direct channel growth.
• Follow all company policies, compliance norms, and quality standards.

Desired Candidate Profile

• Graduation mandatory.
• 1 Years – 5 years experience in Sales / Insurance / BFSI preferred.
• Strong communication & interpersonal skills.
• Goaloriented and customerfocused mindset.