Relationship Officer

We are looking for a Relationship Officer to join our team at Canara HSBC Life Insurance. The role focuses on expanding the client base, meeting revenue targets, and ensuring exceptional customer satisfaction. The position offers ₹33000 - ₹37500 and opportunities for career growth.

🔹 Candidate Profile

✅ 1st Preference: Insurance background

✅ 2nd Preference: Banking background with minimum 2 years of experience

✅ 3rd Preference: Candidates from any industry with strong HNI family background

🔹 Job Description

• Daily customer meetings and relationship management

• Achievement of minimum business guarantee and assigned targets

• Lead generation through campaigns and cold calling

• Documentation, login process & issuance tracking

• Updating leads, feedback, and referrals on LMS

• Customer servicing and renewals

🔹 Job Specification

• Strong local market network

• Sound knowledge of the financial services industry

• Good communication skills (English / Hindi / Regional Language)

• Local candidates preferred

• Own conveyance is mandatory

Job Requirements:

The minimum qualification for this role is Graduate and 2 - 6 years of experience. Strong interpersonal skills, the ability to close deals effectively, and a customer-focused approach are also essential for this role.

• It is a Full Time Sales / Business Development job for candidates with 2 - 6 years of experience.