Walk-in || Priority Relationship Manager - Hdfc Bank Bancassurance

Role & Responsibilities

• Drive life insurance business through the assigned HDFC Bank Bancassurance branches and deliver agreed business objectives.
• Develop and maintain strong working relationships with Branch Managers, Relationship Managers, and other key banking stakeholders to drive customer acquisition and business growth.
• Identify customer needs and provide appropriate life insurance solutions through effective financial need analysis.
• Generate quality business through customer referrals, branch engagements, and lead conversion activities.
• Conduct joint customer meetings, sales presentations, and awareness sessions to enhance product penetration.
• Ensure achievement of monthly sales, revenue, productivity, and persistency targets.
• Deliver a superior customer experience by providing timely support throughout the sales and onboarding journey.
• Maintain compliance with regulatory, operational, and organizational policies and processes.
• Keep accurate records of customer interactions, business activities, and sales performance through designated systems and tools.

Preferred Candidate Profile

• Graduate in any discipline from a recognized institution.
• 1-5 years of experience in Bancassurance, Life Insurance, Banking Sales, Wealth Management, Investments, CASA, Liabilities, or Financial Services Sales.
• Demonstrated ability to achieve and exceed sales targets in a customer-facing environment.
• Strong relationship management, stakeholder engagement, and consultative selling skills.
• Excellent communication, presentation, and interpersonal abilities.
• Customer-focused professional with a proactive and result-oriented approach.
• Ability to work collaboratively with banking partners to drive business outcomes.
• Candidates with prior experience in Bancassurance or Insurance distribution channels will be preferred.
• Immediate joiners or candidates serving a short notice period will have an advantage.