Opening Details

Relationship Officer
  • Salary:

    3.99

  • Location:

    Palakkad, Kottayam, Ernakulam

  • Function:

    Sales

  • Industry:

    Insurance

Job Description

Key Responsibilities

 

  • Generate life insurance business through leads provided by partner bank branches.
  • Work closely with 4–5 assigned bank branches and bank staff.
  • Promote life insurance products to bank customers.
  • Achieve monthly and annual sales targets.
  • Conduct customer meetings and explain insurance solutions.
  • Support policy processing, medical documentation, and issuance.
  • Build long-term relationships with bank employees and customers.
  • Cross-sell and up-sell insurance products.
  • Conduct branch-level promotional and sales activities.
  • Ensure compliance with company and regulatory guidelines. 
Desired Candidate Profile

Eligibility

  • Any Graduate (UG degree).
  • Usually 1+ year experience in Sales, Insurance, Banking, BFSI, Agency, Direct Sales, or Bancassurance.
  • Good communication and relationship-building skills.
  • Age generally between 21–35 years for many openings.

Preferred Background

 

  • Life Insurance
  • Banking Sales
  • CASA Sales
  • Financial Products Sales
  • Agency Channel
  • Direct Marketing
  • Relationship Management

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