Relationship Manager / Financial planning manager

HDFC Life; Nashik District; On-site; INR 350,000 - 550,000; Full time

Job summary

HDFC Life in Nashik, Maharashtra, invites applications for a Relationship Manager role. You will manage client relationships to identify financial goals and offer personalized life insurance solutions, while aligning with sales targets.

The position requires 1–4 years of experience in banking or finance, strong communication, and the ability to work independently or in a team to drive business growth.

Qualifications

• Experience in banking or finance with a focus on relationship management or financial planning.
• Strong understanding of life insurance products and ability to sell them effectively.
• Excellent communication skills for building strong relationships with clients at all levels.
• Ability to work independently as well as part of a team towards achieving common goals.

Responsibilities

• Manage relationships with existing clients to identify their financial goals and provide personalized solutions.
• Develop and implement effective sales strategies to meet targets, focusing on direct channel sales, insurance sales, field sales, and relationship management.
• Collaborate with internal teams to ensure seamless delivery of services and products to clients.
• Identify new business opportunities through networking, referrals, and market research.

Skills

Relationship management

Financial planning

Communication skills

Team collaboration

Sales strategy

Job description

Roles and Responsibilities

• Manage relationships with existing clients to identify their financial goals and provide personalized solutions.


• Develop and implement effective sales strategies to meet targets, focusing on direct channel sales, insurance sales, field sales, and relationship management.


• Collaborate with internal teams to ensure seamless delivery of services and products to clients.


• Identify new business opportunities through networking, referrals, and market research.

Desired Candidate Profile

• 1-4 years of experience in banking or finance industry with a focus on relationship management or financial planning.


• Strong understanding of life insurance products and ability to sell them effectively.


• Excellent communication skills for building strong relationships with clients at all levels.


• Ability to work independently as well as part of a team towards achieving common goals.