HDFC Sales Private Limited
Website:
hdfcsales.com
Job details:
Company Description HDFC Sales Private Limited is a subsidiary of HDFC Bank Ltd, established as a distribution arm to provide doorstep financial services to clients of the HDFC group. The company focuses on offering personalized financial management solutions to individuals. Its product portfolio includes Home Loans, Life Insurance, and General Insurance. Team members work in a customer-centric environment that emphasizes integrity, service quality, and long-term financial relationships with clients.
Role Description This is a full-time, on-site Insurance Representative role based in Coimbatore. The Insurance Representative will identify prospective customers, explain insurance and financial products, and recommend suitable solutions in line with their needs and risk profiles. Daily responsibilities include generating leads, conducting client meetings, preparing proposals, and assisting customers with policy selection, documentation, and claims-related guidance. The role also involves maintaining accurate records, meeting sales and service targets, coordinating with internal teams, and ensuring compliance with company policies and regulatory requirements. The Insurance Representative is expected to provide professional, timely support to clients and contribute to building strong, long-term customer relationships.
Qualifications
- Candidates should possess skills in Insurance Sales and Insurance to effectively promote and explain life and general insurance products.
- Candidates should possess skills in Insurance Brokerage and Finance to assess customer needs, compare product options, and provide suitable financial solutions.
- Candidates should possess strong Customer Service skills to handle inquiries, resolve issues, and deliver a positive client experience.
- Relevant qualifications such as a degree in finance, business, or a related field are beneficial.
- Excellent communication, interpersonal, and negotiation skills, with the ability to work towards defined sales and service targets.
- Basic computer proficiency and familiarity with CRM or sales tracking tools are advantageous.
- Prior experience in insurance or financial services is preferred but not mandatory.
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