Company Description HDFC Life is one of India’s leading private life insurance companies, offering a wide range of individual and group insurance solutions. Formed as a joint venture between Housing Development Finance Corporation Limited (HDFC), a premier housing finance institution in India, and abrdn plc, a leading financial services provider in the United Kingdom, the company combines strong local expertise with global best practices. Its diverse product portfolio includes protection, pension, savings, investment, and health plans that can be customized with optional riders to meet specific customer needs.

With about 500 branches across over 900 cities and towns in India and a liaison office in Dubai, HDFC Life provides extensive reach and access for customers. The company is supported by a strong base of Financial Consultants and offers more information through its website, www.hdfclife.com.

Role Description This is a full time, on-site Relationship Manager role based in Shivpuri.

The Relationship

Manager will be responsible for building and maintaining long-term relationships with customers, understanding their financial and protection needs, and recommending suitable HDFC Life insurance solutions. Daily activities include meeting prospective and existing customers, explaining product features and benefits, assisting with customized plan and rider selection, and supporting customers throughout the application and policy issuance process. The role also involves achieving sales and service targets,



coordinating with branch and back-office teams, maintaining accurate records in CRM or related systems, and ensuring compliance with regulatory and company guidelines.

The Relationship

Manager will regularly follow up with customers for renewals, upsell and cross-sell opportunities, and provide prompt resolution to service queries.

Qualifications

Candidates should possess solid relationship-building, customer service, and client engagement skills to manage and grow a portfolio of customers.

Candidates should possess sales, negotiation, and persuasion skills to meet business targets and effectively present insurance solutions.

Candidates should possess communication, interpersonal, and presentation skills to explain complex financial products in a clear, accessible manner.

Candidates should possess basic financial awareness and analytical skills to understand customer needs and match them with suitable protection, savings, and investment plans.

Candidates should possess planning, organization, and time-management skills to handle multiple customer interactions and follow-ups efficiently.

Relevant experience in life insurance, banking, or financial services is beneficial, especially in customer-facing or sales roles.

A bachelor’s degree in any discipline is preferred; professional certifications in insurance or finance are an advantage.

Ability to work on-site in Shivpuri, familiarity with local market dynamics, and proficiency in English and local languages will be helpful.

📌 RM - BANCA (CTC Upto 4LPA) (Shivpuri)
🏢 HDFC Life
📍 Shivpuri