Relationship Officer
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.
- 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.
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