Designation - Relationship Officer (Banca channel)
Promote and sell life/general insurance products through the bank’s branches.
Build and maintain strong relationships with bank staff to generate leads and referrals.
Achieve monthly and annual sales targets as agreed with management.
Conduct regular training sessions for bank staff to keep them updated on insurance products.
Assist clients in selecting suitable insurance plans based on their financial needs.
Ensure compliance with all regulatory and company guidelines.
Maintain proper documentation and update CRM systems with customer interactions and sales activities.
Handle post-sales services including policy servicing and claims assistance.
Interested candidates can share their resume on ishita.yadav@skywingsadvisors.com