Walk-in || Client Relationship Manager - Phone Banking II Rohini
Sun Life Financial · Delhi · onsite · Posted 66d ago
About a minute. You'll make an account on the way through.
About this role
About the Role
Aditya Birla Sun Life Insurance is looking for Phone Banking Relationship Managers to work with the HDFC Bank Partner Channel. The role involves engaging with customers, understanding their financial requirements and offering suitable Life Insurance and Investment solutions.
Key Responsibilities
- Drive sales of Life Insurance and Investment products through phone banking/tele-sales.
- Connect with customers, understand their financial needs and recommend suitable solutions.
- Achieve assigned sales targets through quality lead conversion.
- Build strong customer relationships and drive sell opportunities through Bank Support.
- Handle customer queries and ensure a smooth sales and service experience.
- Maintain strong coordination with the HDFC Bank partner team for business opportunities.
- Ensure adherence to company processes, compliance and quality standards.
Ideal Candidate Profile
We are looking for candidates with experience in:
- Life Insurance Sales / Direct Marketing / Bancassurance
- Banking Sales / Phone Banking / Wealth Sales
- Tele-sales / Phone Banking / Web Aggregator Sales
- Selling Insurance, Investment or other Financial Products
Preferred: Candidates from web aggregators and similar organizations, especially ex-Policybazaar, with strong knowledge of Insurance, Investment Products and the financial market.
Candidate Requirements
- Graduate from a recognized university.
- 2-6 years of relevant sales experience.
- Strong communication, relationship-building and customer-handling skills.
- Target-oriented with good sales and conversion ability.
- Good understanding of Life Insurance and financial products.
- Comfortable interacting with customers and driving sales closures.
Why Join Us?
Attractive CTC + Uncapped Incentives + PF + Gratuity + Mediclaim
Opportunity to work with Aditya Birla Sun Life Insurance through the HDFC Bank Partner Channel and build a rewarding career in BFSI.
Interested candidates can apply with their updated CV.
Sourced from naukri
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About Sun Life Financial

Sun Life Financial
Financial Services
2.2k+
employees
1865
161 years old
Toronto, Ontario
Canada
₹10.2L PA avg
Avg at Sun Life Financial
₹4.5L – ₹6L PA
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