- Manage relationships with high net worth individuals (HNIs) and non-resident Indians (NRIs) to acquire new clients for wealth management services.
- Identify cross-selling opportunities for insurance products such as health, life, accidental, travel, home, marine, fire, motor, group credit card etc.
- Develop a deep understanding of client needs and preferences to provide tailored solutions.
- Collaborate with internal teams to resolve customer queries and issues promptly.
- Maintain accurate records of client interactions and transactions.
Desired Candidate Profile
- 1-3 years of experience in sales or relationship management in the financial services industry.
- Robust knowledge of current account, casa, insurance, sales skills.
- Ability to work independently with minimal supervision while meeting targets.
📌 Relationship Manager (Karnataka)
🏢 HDFC Life
📍 Karnataka
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