Relationship Officer - Banking/Insurance

2 - 7 years

3 - 5 Lacs

nagpur pune mumbai (all areas)

Posted:1 day ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Responsibilities:

  • Source customers through field visits, branch references, and local networks
  • Pitch financial and risk-management solutions as per customer needs
  • Coordinate with internal teams for smooth case processing
  • Maintain customer data and ensure timely follow-ups
  • Meet monthly revenue and productivity targets

Eligibility:

  • Any Graduate
  • 2+ years experience in Banking, Insurance, or BFSI sales
  • Field sales exposure preferred

Skills Required:

  • Relationship management & customer handling
  • Cross-selling and needs-based selling
  • Communication, follow-up, and target focus

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