Role & responsibilities

Expertise in Life Insurance, Wealth Management & Virtual Sales. • Sales Lead Tracking & Lead Management. • Build long-term relationships with recent and existing customers for Lead to conversion and after sales management. • MIS /Business updates to the channel with effective time management. • Virtual Sales & Non Face to Face Sales management. • Life Insurance Product comparison & Product analysis skills.

Preferred candidate profile

Insurance industry knowledge/NR Segment experience will be added advantage.
Basic Knowledge of Equity, Debt and Financial services products offered to HNI Clients Understanding of Wealth Basket.
Monthly sales achievement /Login to Issuance tracking with Operation, Underwriting for time Issuance/conversion of sales.
Solid Industry expertise & willing to Learn International Financial services space.
Proficiency in MS Office (Excel, Word, PowerPoint) and CRM experience • Proficiency in English (Mandate)

📌 Virtual Relationship Manager Nri Segment International Business Gandhinagar
🏢 HDFC Life
📍 Gandhinagar