Relationship Manager

Roles & Responsibilities:

• Business Targets: Achievement of business targets for all financial products as defined and agreed upon.
   

• Relationship Building:

  • Manage relationship with HL executives mapped to him / her.

  • Maintain good relations with HDFC Limited

  • Maintain good relationship with Channel partners & DSA

  • Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customer’s financial needs.
     

• Account Management & Servicing:

  • Manage and service the existing customer portfolio.

  • Coordinate with the TM / Coordinator / SM for post sales service request form the customers (claims, endorsements, policy copy etc.)

  • Timely sharing of updated reports with the customers on products being bought by them.

  • Co-ordinate with the customers at the time of renewals.
     

• Certification and regulatory compliance:

  • Be compliant towards selling of various products by undergoing the training and certification for IRDA, AMFI etc. towards selling of insurance and any other products

  • The FSA has to be conscious and vigilant towards declaration of the customer information.

  • Ensure the right quality of business being sourced.

• It is a Full Time Sales / Business Development job for candidates with Freshers.

More about this Relationship Manager job

1. What is the eligibility criteria to apply for this Relationship Manager job?
   Ans: The candidate should be Graduate and above and above with Freshers of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹17000 - ₹24500 per month + Incentives that depends on your interview. It's a Full Time job in Bangalore.
3. How many working days are there for this Relationship Manager job?
   Ans: This Relationship Manager job will have 6 working days.
4. Are there any charges applicable while applying or joining this Relationship Manager job?
   Ans: No, there is no fee applicable for applying this Relationship Manager job and during the employment with the company, i.e., HDFC SALES.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Relationship Manager role?
   Ans: There is an immediate opening of 5 Relationship Manager at HDFC SALES
7. Who can apply for this job?
   Ans: Only Male candidates can apply for this Sales / Business Development job.
8. What are the timings of this Relationship Manager job?
   Ans: This Relationship Manager job has 09:00 AM - 06:00 PM timing.