Experience: 1–5 Years (Insurance / Banking / BFSI)
CTC: As per company standards
Job Summary
The Relationship Officer is responsible for driving life insurance sales through assigned bank branches. The role involves building robust relationships with bank staff, identifying customer insurance needs, generating business, and achieving sales targets through the bancassurance channel.
Key Responsibilities
Manage and service assigned bank branches.
Build robust relationships with Branch Managers, Relationship Managers, and bank employees.
Generate life insurance business through the bank's customer base.
Conduct customer meetings to identify financial protection and investment needs.
Provide product presentations and recommend suitable insurance solutions.
Train and motivate bank staff on life insurance products and sales techniques.
Organize branch-level activities, customer awareness programs, and lead-generation campaigns.
Ensure achievement of monthly and annual sales targets.
Maintain accurate sales records and submit timely MIS reports.
Ensure compliance with company and regulatory guidelines.
Eligibility Criteria
Graduate in any discipline (MBA preferred but not mandatory).
1–5 years of experience in Life Insurance, Bancassurance, Banking, or BFSI Sales.
Strong communication, relationship-building, and sales skills.
Willingness to travel within the assigned branch network.
Preferred Candidate Profile
Experience in the Banca Channel or Banking Sales.
Ability to influence and engage bank staff.
Customer-focused with solid negotiation skills.
Target-oriented and self-motivated.
Key Skills
Bancassurance
Banca Channel
Life Insurance Sales
Relationship Management
Bank Branch Handling
Cross-selling
Customer Acquisition
Lead Generation
Sales Target Achievement
Financial Products
BFSI Sales
Branch Coordination
Communication Skills
Negotiation Skills
Customer Service
Role Highlights
Work closely with assigned bank branches to generate life insurance business.
Build long-term relationships with bank officials and customers.
Attractive incentives based on performance.
Strong career growth opportunities within the bancassurance business.