Relationship Manager

HDFC Life; Coimbatore District; On-site; INR 300,000 - 600,000; Full time

Job summary

HDFC Life is seeking candidates for a sales role primarily focused on managing client relationships and identifying financial goals. The ideal candidate will have 1-5 years of experience in field sales or related areas, with a proven ability to achieve sales targets.

This position requires strong knowledge of insurance products and excellent communication skills to effectively convey value to clients. Candidates should be results-driven and self-motivated, eager to seize new business opportunities.

Qualifications

• 1-5 years of experience in Field Sales, CASA, Insurance, or related fields.
• Strong knowledge of insurance products; ability to learn quickly.
• Excellent communication skills to build rapport with clients.
• Proven track record of achieving sales targets; self-motivated.

Responsibilities

• Manage relationships with clients to identify financial goals.
• Identify new business opportunities through networking and research.
• Develop understanding of products to communicate value to clients.
• Meet or exceed monthly sales targets.

Skills

Field Sales

Insurance Knowledge

Communication Skills

Sales Target Achievement

Job description

Roles and Responsibilities

• Manage relationships with existing clients to identify their financial goals and provide tailored solutions.
• Identify new business opportunities through networking, referrals, and market research.
• Develop and maintain a strong understanding of the company's products and services to effectively communicate value to clients.
• Meet or exceed monthly sales targets by consistently meeting or exceeding quota.

Desired Candidate Profile

• 1-5 years of experience in Field Sales, CASA (Current Account Savings Account), Insurance, or related fields.
• Strong knowledge of insurance products and services; ability to learn quickly about other offerings as needed.
• Excellent communication skills for building rapport with clients at all levels; ability to articulate complex concepts simply.
• Proven track record of achieving sales targets; self-motivated with a results-driven mindset.