Walk-in | Relationship Manager

HDFC Life; Bengaluru; On-site; INR 250,000 - 450,000; Full time

Job summary

HDFC Life in Bengaluru seeks a Relationship Manager for Direct Sales to convert company-provided leads into active clients through daily in-person meetings. You will meet 2–3 prospective clients daily, explain products, and close sales.

The role requires strong communication, field sales experience, and the ability to travel daily to meet clients, with a focus on achieving targets and building lasting relationships.

Qualifications

• Good speaking and listening skills in local languages.
• Ability to travel daily (two-wheeler or car).
• 0 to 2 years in sales, customer service, or field work.
• Positive, target-driven, and confident in face-to-face talks.

Responsibilities

• Meet Clients: Visit and meet 2 to 3 prospective clients per day at their preferred locations.
• Convert Leads: Turn provided leads into paying customers or active accounts.
• Build Relationships: Understand client needs and offer the right solutions.
• Follow Up: Call or message clients to answer questions and complete paperwork.
• Report Daily: Update your daily meeting progress and sales numbers in the system.

Skills

Communication skills

Field sales

Relationship building

Meeting targets

Job description

Role & responsibilities

Relationship Manager for Direct Sales converts company-provided leads into active clients through daily in-person meetings. Role Overview You will manage warm leads provided by our company. Your main job is to meet potential customers, explain our products or services, and close sales.

Key Responsibilities

• Meet Clients: Visit and meet 2 to 3 prospective clients per day at their preferred locations.
• Convert Leads: Turn provided leads into paying customers or active accounts.
• Build Relationships: Understand client needs and offer the right solutions.
• Follow Up: Call or message clients to answer questions and complete paperwork.
• Report Daily: Update your daily meeting progress and sales numbers in the system.

Requirements

• Communication Skills: Good speaking and listening skills in local languages.
• Transportation: Ability to travel to different locations daily (two-wheeler or car).
• Experience: 0 to 2 years in sales, customer service, or field work.
• Attitude: Positive, target-driven, and confident in face-to-face talks.

Preferred candidate profile

minimum 1 to 4 years experience in BFSI and any sales