Relationship Manager

HDFC Life; Madurai District; On-site; INR 300,000 - 540,000; Full time

Job summary

HDFC Life in Madurai invites applications for a sales/relationship manager role. You will engage existing clients, assess financial goals, and tailor insurance and investment solutions to meet their needs, while actively identifying new business opportunities through networking, referrals, and prospecting to grow the client base.

The ideal candidate has 1–3 years of sales or relationship management experience in banking, strong communication skills, and the ability to work independently to meet

Qualifications

• 1-3 years of experience in sales or relationship management in the banking industry.
• Strong understanding of insurance products including CASA, LIS, Mutual Funds, Life Insurance policies.
• Excellent communication skills for building strong relationships with clients.
• Ability to work independently with minimal supervision while meeting sales targets.

Responsibilities

• Manage relationships with existing clients to identify their financial goals and provide tailored solutions.
• Identify new business opportunities through networking, referrals, and prospecting.
• Sell insurance products such as CASA, LIS, Mutual Funds, Life Insurance policies to meet client needs.
• Provide exceptional customer service by resolving client queries and concerns promptly.
• Meet sales targets set by the organization.

Skills

Communication skills

Independent work

Relationship management

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 prospecting.


• Sell insurance products such as CASA, LIS, Mutual Funds, Life Insurance policies to meet client needs.


• Provide exceptional customer service by resolving client queries and concerns promptly.


• Meet sales targets set by the organization.

Desired Candidate Profile

• 1-3 years of experience in sales or relationship management in the banking industry.


• Strong understanding of insurance products including CASA, LIS, Mutual Funds, Life Insurance policies.


• Excellent communication skills for building strong relationships with clients.


• Ability to work independently with minimal supervision while meeting sales targets.