Financial Planning Manager - Direct Sales

HDFC Life; Ludhiana; Presencial; INR 260 000 - 450 000; Tempo integral

Resumo da oferta

HDFC Life is seeking a Corporate Agency Manager for the Direct channel. The role involves meeting customers, building rewarding professional relationships, and closing sales through channel partners across the assigned location.

The ideal candidate has 1–2 years of experience in frontline sales, strong communication skills, and a drive to achieve business targets while adhering to regulatory standards. This is a field-based position requiring travel within the area.

Qualificações

• Graduation in any stream.
• Age 21–38 years.
• Minimum Sales Experience: 6 months to 4 years.
• Field job with travel within assigned location.

Responsabilidades

• Meet channel partner teams and customers in the assigned location.
• Close sales and meet business targets (top line, persistency, product mix).
• Learn and apply technology/mobility enhancements as part of sales process.
• Uphold organizational values, ethics and regulatory compliance.

Conhecimentos

Verbal communication

Written communication

Relation building

Target orientation

Formação académica

Graduation in any stream

Descrição da oferta de emprego

Support (20)

Operations (44)

Function

Preferred Location Location

Corporate Agency Manager - Banca

1 - 2 Years

Areyougoodatbuildingrewardingprofessionalrelationships?

If yes, then this is the right job for you. As a Front Line Sales (FLS) employee in Direct channel, you will meet assigned customers and close sales.

Whatarewelookingfor?

Integrity and passion to perform are the two most important traits that will define your success in this role. In addition, good verbal & written communication and ability to influence are a must.

What does the job entail?

It is a field job. You will have to travel within the assigned location to meet channel partner teams and customers.

You will be evaluated on your ability to meet the business targets (Top line, Persistency, Product mix) by collaborating with and driving channel partners.

HDFC Life believes in technology driven sales and you will learn new technology/Mobility enhancements, to comply with the Sales Management Process.

As a business professional you will uphold organizational values in every action and ensure business ethics and integrity. You are expected to be compliant to regulatory and statutory regulations.

About the channel

Direct sales channels give you direct access to customers without any intermediaries. The different modes of distribution in this channel include:

Loyalty - where leads are provided by outbound and inbound contact centres and the portfolio of customers are classified based on different campaigns.

Branch Customer Service & Sales (BCSS) caters to customer walk-ins at HDFC Life branches.

Direct Service Channel (DSC) taps into existing customers by effectively resolving customer queries.

Age: 21 - 38 years

Education: Graduation in any stream

Minimum Sales Experience: 6 months to 4 years