Relationship Manager

CIEL HR

0 - 3 years

1 - 3 Lacs

Chandigarh Chennai Bengaluru

Posted:5 hours ago| Platform:

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Skills Required

Insurance Sales Health Insurance Sales Banca Life Insurance Banca Sales Bfsi Sales Bancassurance Bancassurance Sales Financial Sales General Insurance Sales Motor Insurance Banking Sales Agency Sales Sales Life Insurance

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Responsibilities:

Act as the face of Company at designated HDFC Bank branches.
Engage with walk-in customers to assess their insurance needs across health, motor, and general insurance.
Pitch relevant insurance products and ensure proper explanation of product features, benefits, terms, and premium calculations.
Build strong relationships with bank staff to generate leads and drive insurance penetration.
Ensure adherence to compliance, regulatory, and internal company policies.
Handle documentation and policy issuance processes accurately and efficiently.
Maintain regular follow-ups with customers and bank staff to maximize conversions.
Achieve assigned sales targets and contribute to overall business objectives.
Provide post-sale service and support for renewals and claims-related queries.

Qualifications & Skills:

Bachelors degree in any discipline.
Strong communication, interpersonal, and persuasive skills.
Customer-oriented mindset with the ability to build lasting relationships.
Basic knowledge of general insurance products.
Self-motivated and goal-driven with a proactive attitude.

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