Walk-in | Relationship Manager

HDFC Life; Nashik District; On-site; INR 350,000 - 450,000; Full time

Job summary

HDFC Life in Nashik seeks a results-driven BFSI sales professional to identify client financial goals and tailor insurance solutions. You will drive new business via direct and field sales, plus networking in the local community.

The role focuses on meeting monthly targets for policy issuance, premium collection, and KPIs, while staying updated on industry trends and regulatory changes to maintain a competitive edge.

Qualifications

• 1-4 years of BFSI sales experience.
• Strong understanding of life insurance products.
• Excellent communication skills with diverse groups including HNIs and corporates.

Responsibilities

• Manage relationships with existing clients to identify financial goals and provide tailored insurance solutions.
• Develop new business opportunities through direct channel sales, field sales, and networking within the local community.
• Meet or exceed monthly targets for policy issuance, premium collection, and other KPIs.
• Stay up-to-date on industry trends, regulatory changes, and competitor activity to maintain a competitive edge.

Skills

BFSI sales

Life insurance knowledge

Communication skills

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 networking within the local community.
  


• Meet or exceed monthly targets for policy issuance, premium collection, and other key performance indicators (KPIs).
  


• Stay up-to-date on industry trends, regulatory changes, and competitor activity to maintain a competitive edge.
  

Desired Candidate Profile

• 1-4 years of experience in BFSI sales or related fields such as banking, finance, or insurance.
  


• Strong understanding of life insurance products and services offered by various companies.
  


• Excellent communication skills with ability to build rapport with diverse groups including high net worth individuals (HNIs) and corporates.