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.