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The Senior Relationship Officer at Life Insurance - Banca Channel is responsible for managing client relationships and promoting life insurance products through bank partners. This role involves developing and maintaining solid relationships with key stakeholders, identifying sales opportunities, and providing excellent customer service.

The Senior Relationship

Officer will work closely with the sales team to achieve revenue targets and implement sales strategies. Additionally, this position requires robust communication and negotiation skills, as well as the ability to analyze market trends and competitor activity to drive business growth. A successful candidate will have a proven track record in sales, customer relationship management, and a thorough understanding of the insurance industry.

- Develop and maintain relationships with bank partners to drive the sale of life insurance products through the Banca Channel

- Conduct field sales activities to generate leads and drive sales of life insurance products
- Collaborate with bank partners to create sales strategies and meet sales targets




- Provide training and support to bank staff on life insurance products and processes
- Analyze market trends and competitor activities to identify opportunities for growth
- Ensure compliance with regulatory requirements and company policies
- Monitor and report on sales performance and KPIs to management
- Identify and address customer needs to build long-term relationships and loyalty
- Stay updated on industry trends and best practices in bancassurance and life insurance sales
- Drive customer engagement and retention initiatives to maximize customer lifetime value.

Designation

Senior Relationship Officer

Key Skills

BancassuranceBank InsuranceClient Relationship BuildingClient Relationship ManagementCustomer Relationship ManagementField Insurance SalesField Sales ActivitiesLife Insurance SalesRelationship Management

Industry

Insurance

Functional Area

Insurance

Employment Type

Full Time

Education

Graduation/Diploma

Job Type

Work From Office

📌 Senior Relationship Officer (Bengaluru)
🏢 Banca Channel
📍 Bengaluru