Company Description HDFC International Life and Re Company Limited ("HDFC International Life & Re") is the first life (re)insurer incorporated in the DIFC and regulated by the Dubai Financial Services Authority (DFSA). Role Description This is a full-time on-site role for a Virtual Relationship Manager based in Gandhinagar Taluka. The Virtual Relationship Manager will be responsible for managing and enhancing relationships with clients, addressing their needs, providing relevant solutions, and ensuring customer satisfaction. Daily tasks include client interaction, managing client queries, providing support, and coordinating with internal teams to deliver customized services. The role requires excellent communication and client management skills. Qualifications Strong relationship management and client servicing skills Excellent communication and interpersonal skills Experience in the insurance or reinsurance industry is a plus Ability to work independently and as part of a team Proficiency in using CRM software and other relevant tools Relevant educational qualifications; a degree in Business, Finance, Insurance, or related field is preferred
The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients. Responsibilities Dialogue with our clients to understand their business objectives and challenges Analyze clients' data and provide strategic recommendations to clients Present value-proposition to sales leads and current customers Prospect for new sales leads and close sales Qualifications 4-6 years' of client relationship experience Ability to manage multiple projects and clients Strong communication and interpersonal skill s
Purpose of the Job: Retail business through Virtual Non Face to Face customer acquisition and Life Insurance Sales through Digital communication. 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. Knowledge Required: 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 lssuance 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 English (Mandate) Skills Required: Strong interpersonal communication and Sales skills, acumen to manage NRI Sales in different time zone Time management, planning and reporting skills Prior experience with sales - Life - Banking - Virtual or online sales. Professional Experience: Minimum 3 - 5 years' experience in BFSI / Life insurance / wealth management Banking / Life Insurance Direct Sales experience. Education/Professional Qualifications /Certifications: Any Graduate / Master's degree.