Relationship Executive

6 days ago

Hyderabad Madurai Salem, India CIEL HR Full time ₹ 8,72,000 - ₹ 18,00,000 per year

Job description

We are is seeking a dynamic and customer-focused Relationship Manager to be stationed at HDFC Bank branches. The ideal candidate will be responsible for engaging walk-in customers, understanding their insurance needs, and offering suitable insurance solutions provided by Company. This role combines relationship management, consultative selling, and insurance advisory to deliver value to both the customer and the business.

Key Responsibilities:

  • Act as the face of Company at designated HDFC Bank branches.
  • Engage with walk-in customers to assess their insurance needs across health, motor, and general insurance.
  • Pitch relevant insurance products and ensure proper explanation of product features, benefits, terms, and premium calculations.
  • Build strong relationships with bank staff to generate leads and drive insurance penetration.
  • Ensure adherence to compliance, regulatory, and internal company policies.
  • Handle documentation and policy issuance processes accurately and efficiently.
  • Maintain regular follow-ups with customers and bank staff to maximize conversions.
  • Achieve assigned sales targets and contribute to overall business objectives.
  • Provide post-sale service and support for renewals and claims-related queries.

Qualifications & Skills:

  • Bachelors degree in any discipline.
  • Strong communication, interpersonal, and persuasive skills.
  • Customer-oriented mindset with the ability to build lasting relationships.
  • Basic knowledge of general insurance products.
  • Self-motivated and goal-driven with a proactive attitude.

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