Company Description Canara HSBC Life Insurance Company Limited, incorporated in 2007, is a joint venture promoted by Canara Bank and HSBC Insurance (Asia Pacific) Holdings Limited, with Punjab National Bank and other public shareholders as additional investors. Headquartered in Gurugram, Haryana, the company operates more than 100 branches across India and follows a bancassurance-led model that leverages the reach and credibility of leading public and private banks. Over the past 17+ years, it has served customers through a diversified network including Canara Bank, HSBC Bank, and other bancassurance partners in Tier 1, 2, and 3 cities.

The company offers a broad portfolio of life insurance solutions across individual and group segments, including term plans, retirement solutions, credit life, and employee benefits through partner banks and digital channels. Guided by its “Promises Ka Partner” philosophy, Canara HSBC Life Insurance focuses on simpler insurance offerings and faster claim processes to support customers in meeting their long-term financial commitments.

Role Description The Senior Relationship Officer is a full time, on-site role based in New Delhi, responsible for managing and growing relationships with bank partners and customers. This position involves regular interaction with branch staff to drive life insurance sales, support product understanding, and ensure smooth execution of bancassurance processes. Daily tasks include identifying customer needs, recommending suitable life insurance solutions, conducting customer meetings,



and providing post-sales service to maintain strong, trust-based relationships.

The role also includes monitoring sales performance, preparing basic reports, coordinating with internal teams for operational and service support, and ensuring compliance with company policies and regulatory requirements.

The Senior Relationship

Officer is expected to actively participate in branch-level sales activities, campaigns, and training sessions to support business growth.

Qualifications

- Demonstrated skills in Business Relationship Management to build, maintain, and grow partnerships with bank branches and customers.
- Working knowledge of Finance and life insurance products to understand customer needs and offer appropriate solutions.
- Strong Communication abilities, including clear verbal and written interaction with customers, branch staff, and internal stakeholders.
- Proven Customer Service capabilities to handle queries, resolve issues, and ensure a positive experience throughout the policy lifecycle.
- Track record in Sales, preferably in insurance or financial services, with the ability to meet targets and support branch-level business growth.
- Bachelor’s degree in business, finance, marketing, or a related field; a postgraduate qualification in management or finance is an advantage.
- Experience in life insurance, or banking operations is highly beneficial.
- Proficiency in basic MS Office tools and CRM or sales tracking systems, with attention to detail in documentation and reporting.

📌 Senior Relationship Officer (New Delhi)
🏢 Canara HSBC Life Insurance
📍 New Delhi