The job description (JD) for a Direct Channel role (such as Relationship Manager or Direct Sales) at HDFC Life focuses on driving direct B2C life insurance sales, managing customer portfolios, and handling pre- and post-sales service. [1, 2]
You can review active listings and apply directly via the HDFC Life Careers Portal. [1]
Core Role & Responsibilities
Sales Targets: Achieve assigned insurance sales and product-mix targets consistently through direct client meetings and assigned leads. [1]
Lead Generation: Work on warm leads and customer databases provided through branch operations and call center teams. [1]
Customer Relationship Management: Handle end-to-end customer relationships, manage retention/persistency (policy renewals), and assist with pre- and post-sales requirements including claim settlements. [1]
Quality of Business: Maintain high policy persistency and adhere to regulatory and company compliance standards. [1]
Key Requirements & Eligibility
Education: Any graduate (UG/PG depending on the specific tier of the role). [1]
Experience: Typically 1 to 6 years of experience in BFSI, direct sales, or life insurance sales. [1]
Skills Needed: Life insurance product knowledge, B2C/direct sales, cross-selling, customer relationship management, and communication skills. [1, 2]
Interested Candidate Call @Manisha: 9217814324