Relationship Officer

Key Responsibilities

• Sales Target Achievement: Meet and exceed monthly, quarterly, and annual sales targets for life insurance products through assigned bank branches.

• Relationship Management: Build and maintain strong, productive relationships with bank branch managers, key staff, and regional heads to drive lead generation.

• Customer Engagement: Conduct joint calls with bank staff to pitch products, understand client financial needs, and provide suitable insurance solutions.

• Training & Support: Train bank staff on product features, sales techniques, and compliance requirements, including conducting workshops and product refresher sessions.

• Compliance & Reporting: Ensure all sales adhere to IRDAI regulations and company policies, maintaining accurate documentation and reporting performance metrics. 
  

Desired Candidate Profile

• Experience: Typically 6 months – 3 years in BFSI (Banking, Financial Services, and Insurance) sales, specifically in Banca or direct sales.

• Education: Graduate in any discipline (Bachelor’s degree).

• Skills: Strong communication, interpersonal, negotiation, and relationship-building skills are critical.

• Attributes: Target-oriented, self-motivated, and capable of working in a high-pressure sales environment. 

• It is a Full Time Field Sales job for candidates with 6 months - 4 years of experience.