
Hiring For Virtual Relationship Manager at Hdfc Life
4 days ago
Duties & Responsibilities:
- Sales and Business Development-
- Achieve monthly, quarterly, and annual sales targets for life insurance products, including term plans, ULIPs, etc.,
- Identify potential customers, understand their financial needs, and recommend suitable life insurance products.
- Drive leads and business generation from the Banks customer base
- Customer Relationship Management-
- Build and nurture long-term relationships with IDFC Bank customers and prospects to ensure their satisfaction and retention.
- Provide end-to-end customer service, including solving queries, providing policy details, and managing renewals and claims assistance.
- Conduct regular follow-ups to build trust and ensure continued business from the banks customers.
- Collaboration with Bank Team-
- Work closely with the Banks Relationship Managers and Branch Managers to ensure the right insurance products are pitched to customers.
- Support the banks staff by providing product knowledge and guidance on cross-selling insurance.
- Conduct virtual training sessions and presentations to the bank's team to enhance their knowledge of HDFC Life products and services.
- Product Knowledge & Selling-
- Maintain a high level of knowledge about HDFC Lifes product offerings and keep updated on market trends.
- Conduct virtual meetings, webinars, and presentations to communicate the benefits and features of life insurance products effectively to customers.
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