Associate Circle Head

Company Description HDFC Life is one of India’s leading private life insurance companies, offering a wide range of individual and group insurance solutions. Formed as a joint venture between Housing Development Finance Corporation Limited (HDFC) and abrdn plc, the company combines strong local expertise with global financial services experience. Its portfolio includes products for protection, pension, savings, investment, and health, many of which can be customized with optional riders at a nominal cost. With around 500 branches across India reaching over 900 cities and towns, and a liaison office in Dubai, HDFC Life provides extensive market coverage supported by a strong base of Financial Consultants.

Role Description The Associate Circle Head role at HDFC Life is a full-time, on-site position based in Muvattupuzha. The role involves leading a team of Financial Consultants, driving sales of life insurance products, and ensuring achievement of assigned business targets for the circle. Key responsibilities include planning and executing sales strategies, monitoring performance metrics, and providing guidance and support to team members to enhance productivity and customer engagement. The Associate Circle Head also focuses on building long-term relationships with customers, ensuring adherence to regulatory and company guidelines, and coordinating with internal stakeholders to support smooth operations and service delivery. The role requires regular fieldwork, including customer meetings, team coaching, and market development activities within the assigned territory.

Qualifications

Strong sales and business development capabilities, including experience meeting revenue or target-based goals in financial services or related sectors.Team leadership and people management skills, with the ability to coach, motivate, and develop a field sales or consultant workforce.Customer relationship management skills, with a focus on delivering high-quality service and building long-term trust.Sound understanding of insurance, financial products, or retail banking, and familiarity with regulatory and compliance requirements.Effective communication, negotiation, and interpersonal skills, with proficiency in local language and good command of English.Strong planning, analytical, and problem-solving abilities, including comfort with basic data analysis and performance tracking.Bachelor’s degree in any discipline; a postgraduate qualification or specialization in finance, marketing, or insurance is an advantage.Prior experience in life insurance or financial services sales, preferably in a supervisory or team leader role, is highly beneficial.