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HDFC Life
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Virtual Relationship Manager

Virtual Relationship Manager

4 - 5 years

|

2 - 4 Lacs

Posted:3 hours ago| Platform:

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Skills Required

life insurance insurance vrm bancassurance

Work Mode

Work from Office

Job Type

Full Time

Job Description

Serve as the primary point of contact for assigned life insurance customers via phone, email, chat, and video calls.
Understand customer needs and recommend suitable life insurance products and riders.
Assist clients with policy servicing, claims support, premium payments, and documentation.
Drive upsell and cross-sell initiatives based on customer profiles and life stages.
Ensure timely follow-ups for renewals, premium reminders, and customer queries.
Maintain accurate records of customer interactions and update CRM systems.

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