Relationship Manager

0 years

0 Lacs

Posted:13 hours ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

HDFC Life is one of India’s leading private life insurance providers, offering a diverse range of individual and group insurance solutions. It is a joint venture between HDFC, India’s top housing finance institution, and abrdn plc, a global leader in financial services. With a portfolio of 37 retail and 8 group products, complemented by 9 optional riders, HDFC Life addresses customer needs across protection, pension, savings, investment, and health. The company operates approximately 500 branches across 900+ cities and towns in India and has a liaison office in Dubai. Backed by a strong network of Financial Consultants, HDFC Life is committed to offering customizable and comprehensive insurance solutions.

Role Description

This is a full-time on-site role based in Pune for a Relationship Manager. The Relationship Manager will focus on building and maintaining strong client relationships by understanding customer needs and offering the right life insurance solutions. Responsibilities include identifying new business opportunities, achieving sales targets, adhering to regulatory and compliance standards, and assisting clients with product selection and documentation. The role involves client meetings, presenting customized policy plans, and nurturing long-term partnerships to enhance customer satisfaction and loyalty.

Qualifications

  • Customer relationship management skills and the ability to foster strong client engagement
  • Expertise in sales and business development, understanding customer requirements, and offering suitable solutions
  • Strong interpersonal, communication, and negotiation skills
  • Knowledge of life insurance products, services, and relevant financial concepts
  • Ability to work independently, prioritize tasks, and meet performance targets
  • Bachelor's degree in Business Administration, Marketing, Finance, or a related field
  • Prior experience in the insurance or financial services sector is a plus

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HDFC Life logo
HDFC Life

Insurance

Mumbai Maharashtra

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