Relationship Manager
HDFC Life
Mangaluru, Karnataka, India
Full Time
Hybrid
Required skills
Sales
CASA
Insurance
Current Account
Relationship Management
Wealth Management
HNI
NRI
Cross Selling
Financial Services
Job description
Roles and Responsibilities: Manage relationships with high net worth individuals (HNIs) and non-resident Indians (NRIs) to acquire new clients for wealth management services. Identify cross-selling opportunities for insurance products such as health, life, accidental, travel, home, marine, fire, motor, group credit card etc. Develop a deep understanding of client needs and preferences to provide tailored solutions. Collaborate with internal teams to resolve customer queries and issues promptly. Maintain accurate records of client interactions and transactions. Desired Candidate Profile: 1-3 years of experience in sales or relationship management in the financial services industry. Strong knowledge of current account, CASA, insurance, and sales skills. Ability to work independently with minimal supervision while meeting targets.
Ready to apply?
Create a free candidate account to submit your application for this role. After signup you’ll return here to finish applying.
- View full job details above — no account needed
- Sign up once, then apply in a few steps
- Upload your resume and track applications