Job Overview

- Role: Relationship Manager (Direct Sales Channel)
- Core Focus: Direct field sales, lead conversion, and customer relationship management
- Reporting To: Sales Manager / Branch Head
- Travel Requirements: Extensive field travel required daily

Key Responsibilities

- Daily Field Meetings: Schedule and conduct at least 2 to 3 face-to-face meetings daily with prospective or existing clients to pitch products.

- Lead Conversion: Meet with warm leads provided by the companys internal channels and convert them into sales.
- Field Sales Execution: Travel within assigned territories to meet clients at their homes, offices, or designated locations.
- Needs Analysis: Assess client requirements on the field and recommend tailored financial or product solutions.
- Target Achievement: Consistently meet or exceed weekly and monthly sales volume and revenue targets.
- Client Retention: Handle on-ground customer service, manage renewals,



and build long-term loyalty through regular physical touchpoints.

- Vehicle Ownership: Must own a two-wheeler (bike/scooter) with a valid driving license for daily field travel.
- Field Availability: High comfort level with being out in the field for the majority of the working day.

Preferred candidate profile

- Education: Bachelors degree in any discipline.
- Experience: 1 to 3+ years in field sales, direct sales, or customer-facing roles (experience in Banking, Insurance, or Telecom is a plus).
- Communication: Strong interpersonal skills with fluency in English and the local regional language.
- Sales Drive: Highly self-motivated, target-driven, and resilient in a high-pressure sales setting.

contact HR

Preksha

(phone hidden)

📌 Relationship Manager (Hyderabad)
🏢 HDFC Life
📍 Hyderabad