Relationship Officer

1 - 3 years

2 - 4 Lacs

Posted:1 day ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and responsibilities

  • Sales and business development:

    Promote and sell life insurance policies to new and existing customers through various direct channels, such as contact centers or branch sales.
  • Customer relationship management:

    Build and maintain strong relationships with clients, ensure customer satisfaction, and provide excellent post-sales service.
  • Performance monitoring:

    Track key performance indicators (KPIs) like case rates, paid cases, and premium targets to monitor team and individual performance.
  • Lead generation and conversion:

    Generate leads and convert them into sales by understanding customer needs and offering appropriate solutions.

Required skills and qualifications

  • Sales and communication:

    Proven sales experience (preferably in insurance), strong negotiation skills, and excellent verbal and written communication are essential.
  • Leadership:

    Strong leadership and team management qualities for roles involving team management.
  • Product knowledge:

    Familiarity with different life insurance products and their benefits.
  • Customer service:

    Ability to build rapport and maintain long-term relationships with clients.
  • Other skills:

    Proficiency with CRM software and other computer systems, and a self-motivated and target-oriented approach.
  • Qualifications:

    A bachelor's degree is often required, and some roles may benefit from certifications in finance or insurance

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Bharti AXA Life Insurance logo
Bharti AXA Life Insurance

Insurance

Gurgaon

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