Virtual Relationship Manager

3 - 5 years

5 Lacs

Posted:1 day ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

  1. Customer Interaction:

    Engage with clients via phone, video calls, and digital platforms to understand their insurance needs.
  2. Product Promotion & Sales:

    Explain life insurance products clearly and close sales remotely while meeting monthly targets.
  3. Lead Generation:

    Identify and follow up with potential customers from bank databases or referrals.
  4. Stakeholder Coordination:

    Work closely with bank Relationship Managers and internal teams to ensure smooth policy processing.
  5. Compliance & Documentation:

    Maintain accurate records and ensure all activities follow company and regulatory guidelines.

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HDFC Life logo
HDFC Life

Insurance

Mumbai Maharashtra

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