:

Role Title: Relationship Officer (RO)/SRO/ERO/ Relationship Manager Role Purpose : Role includes lead generation through references and conversion of leads – with defined %age Conversion Principal Accountabilities: Key activities and decision making areas :

- Number of Customer meeting per day • Delivery of Minimum business guarantee • Creating Leads through campaigns /Cold calling • Documentation, logins & Issuance tracking.
- Lead / Feedback / Referral Updating on LMS • Meeting Business targets: Achievement of Business plan • Customer servicing/ Renewals • Being the quality ambassador and doing a thorough on the round u/w and ensure correct disclosures Typical Targets and Measures:
- Closure on Leads provided by company • Average ticket size • Number of policy per month • APE per month • Timely response to internal and external queries • Branch Operation Management & Leadership of Regulatory,



Compliance & Operational Risk (Operational Risk / Control requirements): Report any operational risk or operational risk loss to the line manager and the Risk & Control team immediately if the jobholder becomes aware of emerging or inadequately controlled operational risk or identify an operational risk loss in accordance with Company’s Risk policy. Observation of Internal Controls (Compliance Policy / Control requirements) Maintain and observe Company's internal control standards, implement and observe the Company's Compliance Policy, including the timely implementation of recommendations made by internal/external auditors and external regulators. Foster a compliance culture and implement the Compliance Policy by managing compliance risk and optimizing relations with regulators

📌 Associate (Vijayapura)
🏢 Canara HSBC Life Insurance
📍 Vijayapura