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Job Description – Relationship Officer (Credit Life Insurance)

IndiaFirst Life Insurance

Job Location:

Multiple locations (Field / Customer-facing role)

Job Summary:

We are hiring Fresher Relationship Officers (RO) for Credit Life Insurance sales. The role involves acquiring customers, explaining insurance products in simple terms, and achieving sales targets through direct customer interaction in assigned locations.

Key Responsibilities:

- Generate leads through field visits and customer interaction
- Explain Credit Life Insurance products clearly to customers
- Convert potential leads into successful policy sales
- Achieve monthly sales targets
- Maintain strong customer relationships
- Support documentation and policy issuance process
- Maintain daily activity and reporting updates

Eligibility Criteria:

- Graduate in any stream (Freshers eligible)
- Good communication skills
- Willingness to work in field sales and target-based role
- Age as per company norms

Skills Required:

️ Communication Skills

- Good Hindi speaking ability (mandatory)
- Basic English communication skills




- Ability to explain products in simple terms

Sales Skills

- Interest in sales and marketing
- Convincing and negotiation skills
- Ability to handle customer objections

Customer Handling Skills

- Polite and professional behavior
- Ability to understand customer needs
- Relationship building skills

Personality Skills

- Confident and positive attitude
- Target-oriented mindset
- Willingness to learn and grow

Work Skills

- Ability to work in field environment
- Time management
- Discipline and target achievement focus

⭐ Preferred Skills (Good to Have)

- Basic knowledge of insurance products
- Awareness of banking/loan products
- Local area familiarity

Growth opportunities:

- Relationship Officer → Senior RO → BDM → Sales Manager
- Performance-based growth opportunities
- Exposure to insurance and BFSI industry

Job Nature:

- Field + customer interaction role
- Full-time and target-driven profile
- Sales-oriented prospect in insurance sector

Skills:- Communication Skills, Sales, Customer Relationship Management (CRM), Insurance and Banking

📌 Relationship Officer (Credit Life Insurance) (Nashik)
🏢 Skywings Advisors
📍 Nashik