Job Title:

Relationship Officer / Relationship Executive – Life Insurance

Industry:

Insurance / Financial Services

Functional Area:

Sales, Relationship Management

Role Category:

Life Insurance – Customer Relationship & Sales

:

We are hiring for a leading Life Insurance Company to manage and grow an existing customer base through relationship management and sales support.

Key Responsibilities:

Relationship Management & Customer Service:

- Establish and strengthen relationships with allocated customers

- Ensure customer retention from the assigned "Book of Relations"

- Act as a single point of contact for customer inquiries, queries, and complaints

- Understand customers' financial goals and provide financial planning assistance

- Conduct competition analysis to offer professional advice

- Fix daily self-appointments from the provided customer database as per campaigns

Sales Responsibilities:





- Focus on cross-selling and up-selling opportunities within allocated customers

- Ensure completion of licensing as per company standards

Desired Candidate Profile:

- Experience:1 to 2 years in Sales of

Insurance / Mutual Funds / CASA / Investments / Loans / Real Estate

- Age: 20 to 25 years

- Education: Graduate preferred

- Must own a conveyance

- Positive communication and interpersonal skills

Salary:

- CTC up to ₹4.50 LPA (Based on experience and performance)

Job Location:

- kolkata

Key Skills:

- Relationship Management

- Sales & Cross Selling

- Customer Handling

- Financial Planning

- Communication Skills

How to Apply:

Interested candidates can call or WhatsApp their updated resume at (phone hidden)

or email at [email protected]

Contact Person:

Nikita Koli

📌 Direct Channel_FLS_Kolkata (Kolkata)
🏢 Skywings Advisors
📍 Kolkata