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 opportunities.
Policy Servicing:
Assist clients with policy documentation, renewals, and claims support.
Address customer queries and resolve complaints effectively.