Relationship Manager

HDFC Life; Ahmedabad District, Surat, Mumbai; On-site; INR 250,000 - 450,000; Full time

Job summary

HDFC Life in Ahmedabad is seeking a sales professional to meet monthly targets by selling insurance policies to new customers. You will collaborate with internal teams to resolve client issues and improve satisfaction while building strong product knowledge including life, health, and general insurance.

The ideal candidate has 1-4 years in BFSI sales, solid knowledge of banking and insurance sales, excellent communication, and the ability to work independently or in a team to achieve goals.

Qualifications

• 1-4 years of experience in BFSI sales (insurance sales) or related field.
• Strong knowledge of banking sales, direct sales, field sales, insurance sales, life insurance, and other relevant areas.
• Excellent communication skills for building rapport with clients at all levels.
• Ability to work independently as well as part of a team towards achieving common goals.

Responsibilities

• Meet or exceed monthly sales targets by selling insurance policies to new customers.
• Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.
• Develop and maintain a strong understanding of insurance products, including life insurance, health insurance, general insurance, etc.
• Identify new business opportunities through networking, referrals, and prospecting.
• Manage relationships with existing clients to identify their financial goals and provide tailored solutions.

Skills

Insurance sales

BFSI sales

Direct sales

Communication

Teamwork

Job description

Roles and Responsibilities

• Meet or exceed monthly sales targets by selling insurance policies to new customers.
  
• Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.
  
• Develop and maintain a strong understanding of insurance products, including life insurance, health insurance, general insurance, etc.
  
• Identify new business opportunities through networking, referrals, and prospecting.
  
• Manage relationships with existing clients to identify their financial goals and provide tailored solutions.
  

Desired Candidate Profile

• 1-4 years of experience in BFSI sales (insurance sales) or related field.
  
• Strong knowledge of banking sales, direct sales, field sales, insurance sales, life insurance, and other relevant areas.
  
• Excellent communication skills for building rapport with clients at all levels.
  
• Ability to work independently as well as part of a team towards achieving common goals.