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Relationship Officer

Relationship Officer

Skill Lab Services
  • Posted 13 hours ago
  • Be among the first 10 applicants

Job Description

Key Responsibilities

  • Generate life insurance business through assigned partner bank branches.
  • Build and maintain strong relationships with branch managers and bank staff.
  • Identify customer insurance needs and recommend suitable life insurance products.
  • Generate leads, conduct customer meetings, and convert prospects into sales.
  • Achieve monthly and quarterly sales targets.
  • Provide product training and support to bank employees.
  • Ensure timely policy issuance and high customer satisfaction.
  • Maintain documentation and adhere to company and regulatory guidelines.

Eligibility

  • Graduate in any discipline.
  • Preferred experience in BFSI, Insurance, Banking, or Sales.
  • Good communication and relationship management skills.
  • Customer-focused, target-oriented, and proactive approach.
  • Knowledge of life insurance and financial products is an added advantage.

More Info

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1-4 yrs
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