Job Summary

You will work with partner bank branches and customers in your area. Your job is to understand each customer's financial goals, such as protecting the family, saving for children's education, or planning for retirement, and recommend the right HDFC Life plan.

Key responsibilities
Meet customers: work with bank branch staff to meet their customers and generate insurance leads
Advise on plans: understand each customer's needs and explain suitable HDFC Life plans clearly and honestly
Close sales: help customers with proposal forms, documents and medical checks (where needed) until the policy is issued
Work with partners: build solid working relationships with bank managers and staff
Meet targets: achieve monthly targets for policies sold and premium collected
Look after customers: help existing customers with renewals and service requests
Follow the rules: sell ethically, following IRDAI regulations and company guidelines at all times; no mis-selling

What we're looking for
Graduate in any discipline
Age below 27 years
Positive communication in Kannada, plus Hindi and/or English
Confident, presentable and comfortable meeting customers
Interested in sales and finance, and motivated by targets




Willing to travel within Kalaburagi district
Basic computer and smartphone skills
Freshers can apply

Licence and training

Selected candidates may need to transparent the IRDAI certification exam to sell insurance. HDFC Life usually provides the training and support for this.

Skills you will learn
Financial planning and how insurance and investment products work
Consultative selling and customer handling
Working with banking partners
Insurance regulations and ethical selling

Career growth

Corporate Manager Senior Manager Area Manager Branch/Cluster roles. Promotions depend on performance.

Why join
Work with the HDFC Group, one of India's most respected financial brands
A career in insurance and financial services, a fast-growing sector
Work close to home in Kalaburagi district
Professional training from day one

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

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