A Relationship Officer primarily focuses on managing customer relationships and driving insurance sales, often in coordination with banks (Bancassurance) or directly for insurance companies.
Key Responsibilities
Customer Engagement
Build and maintain solid relationships with clients.
Understand customer needs, financial goals, and risk appetite.
Provide guidance on suitable insurance products.
Sales & Business Development:
Promote and sell life insurance policies.
Achieve assigned sales targets and business growth objectives.
Identify cross-selling and upselling prospects.
Policy Servicing
Assist clients with policy documentation, renewals, and claims support.
Address customer queries and resolve complaints effectively.
📌 Ro Ubi Freshers Azamgarh
🏢 Skywings Advisors
📍 Azamgarh
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