HDFC Life International (GIFT City)
Website:
hdfclife-international.com
Job details:
Company Description HDFC International Life and Re Company Limited, IFSC Branch, operates as an IFSC Insurance Office (IIO) regulated by the International Financial Services Centres Authority (IFSCA) at GIFT City, India. The organization focuses on serving Global Indians with innovative insurance solutions in education, health, and retirement. By offering US Dollar denominated plans, it enables clients to plan for abundant retirement, access global healthcare facilities, and obtain world-class education. The company is growth-oriented and customer-centric, providing opportunities to work at the intersection of international finance and insurance. Team members contribute to a vision of helping clients live without limits and take pride in their financial security.
Role Description This is a full-time, on-site Relationship Manager role based in Gandhinagar (GIFT City). The Relationship Manager will manage and grow a portfolio of clients by understanding their insurance and financial planning needs and recommending suitable education, health, and retirement solutions. Daily responsibilities include engaging with prospects and existing clients, conducting needs analysis, presenting product features and benefits, and supporting clients through the onboarding and policy servicing lifecycle. The role involves coordinating with internal teams for policy issuance, servicing, and claims support, while ensuring compliance with regulatory guidelines and internal policies. The Relationship Manager will also track sales activities, maintain accurate client records, prepare periodic reports, and participate in business development initiatives and customer outreach campaigns.
Qualifications
- Strong client relationship management, consultative selling, and customer service skills.
- Ability to understand insurance products, financial planning concepts, and retirement/education/health solutions.
- Competence in communication, presentation, and interpersonal skills to engage diverse client profiles.
- Master’s degree in finance, business, economics, or a related field; professional insurance or financial certifications are an advantage.
- Prior experience in insurance, banking, wealth management, or financial services relationship roles preferred.
- High level of integrity, adherence to regulatory and compliance standards, and attention to detail.
- Ability to work in a fast-paced, target-driven environment and collaborate effectively with cross-functional teams.
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