A Naukri Group company
LoginHire Local Staff
A Naukri Group companyLoginHire Local Staff
30,800 - 40,300 /month
Hdfc Life
South Extension, Delhi
1 - 6+ years Experience in Field Sales
Full Time
The Associate Relationship Manager will be responsible for managing customer relationships through the Direct/Loyalty Channel of a life insurance company. The role involves connecting with existing and prospective customers, understanding their financial protection needs, providing suitable insurance solutions, and generating business through relationship-based selling. The position focuses on customer engagement, cross-selling, upselling, renewals, and long-term relationship management.
Key Responsibilities:
Manage and develop relationships with existing and prospective customers.
Contact customers through company-provided leads/database.
Understand customer requirements and recommend suitable life insurance solutions.
Generate appointments and meet customers for business conversion.
Cross-sell and upsell insurance products to existing customers.
Ensure regular follow-ups and customer servicing.
Achieve monthly business goals through direct customer engagement.
Maintain proper records and daily activity reports.
Key Skills:
Relationship Management | Direct Sales | Life Insurance | Cross-Selling | Upselling | Lead Conversion | Communication Skills | Customer Engagement
