Sales Executive

A Virtual Relationship Manager (VRM) at HDFC Life manages client relationships virtually (calls, emails, video meetings) to achieve sales targets for life insurance products. They identify customer needs, cross-sell/up-sell insurance products (e.g., term plans, ULIPs), and provide end-to-end customer service, often acting as a bridge between bancassurance partners and customers.

Key Responsibilities:

Sales Target Achievement: Meet monthly, quarterly, and annual sales targets by closing leads generated from the bank's database.

Virtual Relationship Management: Build and maintain long-term relationships with customers through telephone, email, and virtual meetings.

Lead Conversion: Convert leads and inquiries from bank staff and digital platforms, specifically focusing on Bancassurance channel partners.

Product Advisory: Analyze customer needs to recommend appropriate products, including term plans and Unit Linked Insurance Plans (ULIPs).

Service Delivery: Solve customer queries, provide policy details, and assist with renewals and claims.

Compliance: Maintain accurate records and ensure adherence to company and industry policies

• It is a Full Time Field Sales job for candidates with 1 - 6+ years Experience.