Relationship Manager

Position
Field Sales /Direct Channel (Loyalty & BCSS)
Direct Channel HDFC Life
Experience
Education
6 Months+
Department
Graduation Mandatory

Job Locations

PUNE

Role Overview
HDFC Life is looking for customer-focused and result-oriented professionals to join the Direct Channel

Loyalty & BCSS team.
The role involves working on company-provided leads, connecting with customers, scheduling meetings, and generating business
through a direct B2C (Business-to-Customer) sales model.

Key Responsibilities
Work on leads provided by the company and make calls to assigned customer leads.
Understand customer requirements and explain suitable insurance solutions.
Schedule and conduct customer meetings.
Generate business through direct customer interaction and sales.
Build and maintain strong customer relationships and follow up with prospective customers.
Convert leads into business and achieve assigned sales and business objectives.
Ensure a positive customer experience throughout the sales process.
Work in a direct B2C model with no intermediary between the business and customer.

Eligibility Criteria
Minimum 6 months of experience in Sales, BFSI, NBFC, Banking or Insurance.
Graduation is mandatory.
Relevant field sales and customer-facing experience preferred.

Required Skills
Customer Relationship Management
Customer Handling
Sales & Business Development
Good Communication & Interpersonal Skills
Lead Conversion
Follow-up & Negotiation
Basic knowledge of Insurance/BFSI products

What We Offer
Company-provided leads

Direct B2C customer interaction
High incentive earning potential

Attractive performance-linked incentives
Strong career growth opportunities

Professional development in BFSI/Insurance

How to Apply
Share your updated CV at [email removed]
Build your career with HDFC Life through high-growth opportunities and attractive incentives.