- Experience
- 2+ yrs
- Salary
- —
- Openings
- 1
- Posted
- 1 week ago
- Work mode
- In office
- Eligibility
- Candidates with life insurance sales experience, or relevant NBFC/banking sales experience, who meet the age and gender criteria mentioned above.
- Resume
- Required to apply
Where you'll work
Job description
Job purpose
This role supports a mapped portfolio of preferred bank customers through virtual relationship management. The assigned customers are high-value account holders with a monthly average balance above 2 lakhs and an FD relationship of 15 lakhs with the bank. The position works with a customer base already served by experienced phone bankers, and the focus is to maintain the relationship and use it to promote third-party offerings.
The setup includes dedicated relationship managers serving a large customer base, and each RM has a direct landline number so customers can reconnect easily. The core objective is to use these customer relationships to drive cross-selling of third-party products.
Must-have criteria
- Applicants must have more than 2 years of experience in life insurance sales.
- Professionals from NBFC sales or banking sales backgrounds may also be considered.
- The age limit for this opening is 30 years.
- This opportunity is open to both male and female candidates.
Additional note
A telecaller will create daily leads from existing HDFC Bank customers and share them with the BSLI team. Typically, 3 to 4 leads will be provided each day.
The selected candidate must personally meet the leads shared by the VRM telecaller, explain the BSLI product offering, and work toward closing the opportunity.
Success in the role also depends on building a strong working relationship with the VRM telecaller team in order to maximize lead flow.