Client Relationship Executive

Job Description

**Job Title: Client Relationship Executive – HDFC Life** **Location:** Kolkata **Industry:** Insurance & Financial Services **Type:** Full-Time --- ### **Job Summary** We’re looking for a dynamic and customer-focused **Client Relationship Executive** to join our team at **HDFC Life**. You will be the face of the company, responsible for building lasting relationships with clients and helping them choose the best life insurance and investment products. --- ### **Key Responsibilities** * **Client Interaction & Support**: Build and maintain strong relationships with existing and new clients. * 📞 Handle inquiries via phone, email, or in person * 🤝 Understand client needs and recommend suitable solutions * **Sales & Revenue Generation** * 💼 Promote life insurance products tailored to individual needs * 🎯 Achieve assigned sales and service targets * **Documentation & Compliance** * 📝 Ensure timely and accurate completion of application forms and documentation * 🔐 Adhere to company policies, legal, and regulatory guidelines * **Customer Retention & After-Sales Service** * ✅ Provide ongoing support and service to clients post-sale * 💬 Gather feedback and ensure high customer satisfaction --- ### **Skills & Qualifications** * 👨‍🎓 Graduate in any discipline (preferred) * 🗣️ Excellent communication and interpersonal skills * 🧠 Ability to understand customer needs and offer tailored solutions * ⏱️ Good time management and organizational abilities * 💻 Basic computer proficiency (MS Office, CRM tools) --- ### **What We Offer** * 💰 Competitive salary + incentives * 📈 Career growth opportunities * 🏆 Training and professional development * ❤️ Health and wellness benefits