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Relationship Manager at HDFC Life — Hyderabad

Experience2–4 yrs
SalaryDisclosed
Work modeonsite
Posted26 Sept 2026

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About HDFC Life

HDFC Life is hiring in Hyderabad in insurance. This role looks for around 2+ years of experience.

Skills

direct sales
field sales
customer relationship management
lead conversion
needs analysis
customer retention
English

The role

A relationship manager at an insurance company conducts direct sales, performs needs analysis, and manages customer retention while developing client relationships and achieving sales targets. The role uses field sales and customer relationship management to convert leads and support renewals.

Full job description

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 environment.

contact HR

Preksha

7204818496