Relationship Manager

Company Description HDFC Life is one of India's leading private life insurance companies, offering a wide range of individual and group insurance solutions across protection, pension, savings, investment, and health. It is a joint venture between Housing Development Finance Corporation Limited (HDFC), India's leading housing finance institution, and abrdn plc, a major financial services provider in the United Kingdom. The company provides a diverse portfolio of retail and group products, along with optional riders that allow customers to customize plans at a nominal cost. With about 500 branches reaching over 900 cities and towns in India and a liaison office in Dubai, HDFC Life has a strong market presence supported by a broad base of Financial Consultants. More information about the company and its offerings is available at www.hdfclife.com.

Role Description The Direct Sales Manager is a full-time, on-site role based in Belgaum, responsible for driving sales of HDFC Life's insurance products through direct channels. This role involves leading and motivating a team of sales professionals, setting clear sales targets, and monitoring performance to achieve business objectives. The Direct Sales Manager will oversee lead generation activities, ensure timely follow-up with prospects, and manage the end-to-end sales process from initial contact to policy issuance. Daily work includes coaching and training team members, conducting field visits, building strong customer relationships, and ensuring adherence to regulatory and company guidelines. The role also requires close collaboration with internal stakeholders to implement sales strategies, report on key metrics, and continuously improve sales effectiveness.

Qualifications

• Strong Sales and Lead Generation skills, with a track record of achieving or exceeding targets in financial services or insurance.
• Proven Team Management and Training abilities to recruit, develop, and retain high-performing sales teams.
• Excellent Communication skills for engaging customers, influencing stakeholders, and presenting solutions clearly.
• Knowledge of life insurance products and local market dynamics in Belgaum, or willingness to rapidly acquire such knowledge.
• Bachelor's degree in Business, Commerce, Marketing, or a related field; relevant professional certifications in insurance or sales are an advantage.
• Ability to work on-site, conduct regular field visits, and maintain high standards of integrity, customer focus, and compliance.
• Strong analytical and planning skills, with proficiency in basic computer applications and CRM or sales tracking tools.