Opening Details

Relationship officer
  • Salary:

    Upto 4 LPA

  • Location:

    Chennai,Madurai,Tirunelveli,Thoothukudi,Nagercoil,Pattukottai,Nagapattinam,Pollachi,Coimbatore,Ooty

  • Function:

    Sales/Business Development

  • Industry:

    Insurance

Job Description
  • Customer Meetings: Conduct daily customer meetings and visits.
  • Lead Generation: Create leads through campaigns, cold calling, and local networking. 
  • Business Targets: Achieve assigned business targets for loans, CASA (Current Account Savings Account), or insurance/wealth products. 
  • Documentation & Tracking: Handle initial documentation, application logins, and issuance tracking via Lead Management Systems (LMS).
  • Customer Servicing: Provide post-sales service, manage renewals, and resolve client queries
Desired Candidate Profile
  • Qualifications: Graduate degree in any discipline preferred.
  • Experience: Preference for candidates with prior experience in Banking, Financial Services, Insurance (BFSI), or Loans.
  • Skills: Strong local network, sound understanding of financial products, and good communication skills in English, Hindi, and regional languages. 
  • Profile Traits: Local candidates preferred, with stable work history records and complete employment/education documentation.

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