Roles and Responsibilities
- Manage relationships with existing clients to identify their financial goals and provide personalized solutions.
- Develop and implement effective sales strategies to meet targets, focusing on direct channel sales, insurance sales, field sales, and relationship management.
- Collaborate with internal teams to ensure seamless delivery of services and products to clients.
- Identify current business opportunities through networking, referrals, and market research.

Desired Candidate Profile
- 1-4 years of experience in banking or finance industry with a focus on relationship management or financial planning.
- Strong understanding of life insurance products and ability to sell them effectively.
- Excellent communication skills for building strong relationships with clients at all levels.
- Ability to work independently as well as part of a team towards achieving common goals.

📌 Relationship Manager (Nashik)
🏢 HDFC Life
📍 Nashik