Designation- Senior Relationship Officer for Banca Channel

CTC- 5LPA

Location- Karnal (Haryana)

Key Responsibilities:

Sales Target Achievement:

Drive life insurance sales in the assigned bank branches.

Meet and exceed monthly, quarterly, and annual sales targets.

Relationship Management:

Build robust rapport with bank branch staff and motivate them to generate leads.

Conduct regular training and joint fieldwork with bank employees.

Lead Management:

Follow up on leads generated through branch walk-ins, referrals, and campaigns.

Convert leads into policy sales using need-based selling techniques.

Customer Service:

Ensure high levels of customer satisfaction by providing appropriate product recommendations and after-sales support.

Handle post-sale documentation and customer queries.

Compliance & Reporting:

Ensure adherence to company and bank compliance guidelines.

Maintain MIS and submit timely reports on performance metrics and activities.

Interested Candidates can send their resume on [email protected] or (phone hidden)

📌 Senior Relationship Officer (Haryana)
🏢 Skywings Advisors
📍 Haryana