Virtual Relationship Manager - NRI Segment - International Business

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

Job summary

HDFC Life is looking for a results-driven sales professional in India to lead tracking, manage leads and close life insurance deals. You will build long-term relationships with new and existing customers, provide after-sales support, and contribute to MIS updates for channel effectiveness.

The role requires strong MS Office and CRM skills, English proficiency, and willingness to learn in the international financial services space. Prior NR segment exposure is advantageous.

Qualifications

• Insurance industry knowledge/NR Segment experience will be added advantage.
• Strong MS Office and CRM usage skills.
• Understanding of Wealth Basket and financial services products for HNI clients.
• Willingness to learn International Financial services space.
• Monthly sales achievement / issuance tracking with Operations and Underwriting for time issuance/conversion of sales.

Responsibilities

• Sales Lead Tracking & Lead Management.
• Build long-term relationships with new and existing customers for Lead to conversion and after sales management.
• MIS / Business updates to the channel with effective time management.
• Virtual Sales & Non Face to Face Sales management.
• Life Insurance Product comparison & Product analysis skills.

Skills

Lead tracking

Lead management

Virtual sales

Non face to face sales

CRM experience

MS Office

English proficiency

Tools

MS Office

CRM

Job description

Role & responsibilities

Expertise in Life Insurance, Wealth Management & Virtual Sales.

• Sales Lead Tracking & Lead Management.
• Build long-term relationships with new and existing customers for Lead to conversion and after sales management.
• MIS /Business updates to the channel with effective time management.
• Virtual Sales & Non Face to Face Sales management.
• Life Insurance Product comparison & Product analysis skills.

Preferred candidate profile

Insurance industry knowledge/NR Segment experience will be added advantage.

• Basic Knowledge of Equity, Debt and Financial services products offered to HNI Clients Understanding of Wealth Basket.
• Monthly sales achievement /Login to Issuance tracking with Operation, Underwriting for time Issuance/conversion of sales.
• Strong Industry expertise & willing to Learn International Financial services space.
• Proficiency in MS Office (Excel, Word, PowerPoint) and CRM experience
• Proficiency in English (Mandate)