Insurance Sales

Job Summary

The Relationship Officer is responsible for building and maintaining strong, long-term relationships with clients. The role focuses on understanding client needs, providing tailored solutions, and ensuring high levels of customer satisfaction while supporting business growth.

Key Responsibilities

• Develop and maintain positive relationships with existing and potential clients

• Act as the primary point of contact for assigned clients

• Understand client needs and recommend appropriate products or services

• Resolve client inquiries, complaints, and issues in a timely and professional manner

• Monitor client accounts and ensure service quality standards are met

• Identify opportunities for upselling and cross-selling

• Maintain accurate client records and prepare regular reports

• Coordinate with internal teams to ensure smooth service delivery

• Meet or exceed assigned relationship and performance targets

Qualifications & Skills

• Bachelor’s degree in Business Administration, Marketing, Finance, or a related field

• Proven experience in customer service, sales, or relationship management

• Strong communication and interpersonal skills

• Ability to build trust and long-term client relationships

• Problem-solving and negotiation skills

• Customer-focused mindset with attention to detail

• Proficiency in MS Office and CRM systems

Preferred Experience

• Experience in banking, financial services, insurance, or corporate sales (industry-dependent)

• Knowledge of client relationship management tools

Key Competencies

• Relationship management

• Client retention

• Sales and negotiation

• Communication and presentation

• Time management

• It is a Full Time Field Sales job for candidates with 6 months - 5 years of experience.