Job Summary

We are seeking a motivated and customer-focused Relationship Officer (RO) to drive insurance business through assigned bank branches. The role involves managing branch relationships, generating leads, promoting insurance solutions, and achieving sales targets within the Bancassurance channel.

Key Responsibilities

- Manage and support 2–3 assigned bank branches.

- Build solid relationships with branch managers and bank staff.

- Generate and convert leads into insurance business.

- Understand customer requirements and recommend suitable insurance products.

- Conduct joint customer meetings and sales activities with bank officials.

- Achieve assigned sales and business targets.

- Ensure excellent customer service and post-sales support.

- Organize branch-level promotional and awareness activities.

- Maintain accurate records and timely reporting.

- Adhere to regulatory and company compliance guidelines.

Eligibility Criteria





- Graduation in any discipline is mandatory.

- Freshers can apply.

- Candidates with any sales experience will be preferred.

- Strong communication and relationship management skills.

- Willingness to travel within the assigned territory.

Key Skills

- Sales & Business Development

- Relationship Management

- Lead Generation

- Customer Acquisition

- Customer Service

- Communication & Negotiation Skills

- Target Achievement

Preferred Candidate Profile

- Fresh graduates looking to build a career in sales and financial services.

- Candidates with experience in Sales, Banking, BFSI, Retail Sales, Telecom, FMCG, Automobile Sales, or other customer-facing roles.

- Result-oriented with strong interpersonal skills.

Pay: ₹320,000.00 - ₹420,000.00 per year

Work Location: In person

📌 Relationship Officer (RO) – Bancassurance (Palakkad)
🏢 Factor Human Resources
📍 Palakkad