Relationship Manager

HDFC Life; Raigarh; On-site; INR 180,000 - 300,000; Full time

Job summary

HDFC Life is seeking a driven professional for agency and direct sales roles in Raigarh, India. You will identify client financial goals and tailor life insurance solutions, while expanding business through direct channels and BFSI partnerships.

You will demonstrate products, train clients, and maintain records of interactions and performance metrics to ensure compliance and growth.

Qualifications

• 1-3 years of experience in agency management, bancassurance sales, direct channel sales, or related fields.
• Strong understanding of life insurance industry trends and regulations.
• Excellent communication skills with ability to build strong relationships with clients.
• Ability to work independently with minimal supervision while meeting deadlines.

Responsibilities

• Manage relationships with existing clients to identify their financial goals and provide tailored insurance solutions.
• Develop new business opportunities through direct channel sales, field sales, and BFSI partnerships.
• Conduct product demonstrations, presentations, and training sessions for clients on life insurance products.
• Maintain accurate records of client interactions, transactions, and performance metrics.

Skills

Client relationship management

Life insurance knowledge

Sales and negotiation

Job description

Roles and Responsibilities

• Manage relationships with existing clients to identify their financial goals and provide tailored insurance solutions.
  
• Develop new business opportunities through direct channel sales, field sales, and BFSI partnerships.
  
• Conduct product demonstrations, presentations, and training sessions for clients on life insurance products.
  
• Maintain accurate records of client interactions, transactions, and performance metrics.
  

Desired Candidate Profile

• 1-3 years of experience in agency management, bancassurance sales, direct channel sales, or related fields.
  
• Strong understanding of life insurance industry trends and regulations.
  
• Excellent communication skills with ability to build strong relationships with clients.
  
• Ability to work independently with minimal supervision while meeting deadlines.