Relationship Officer

1 - 31 years

2 Lacs

Posted:1 week ago| Platform: Apna logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities: Build and maintain strong relationships with bank branch staff to drive insurance business. Generate business from the bank’s existing customer base by identifying their financial needs. Explain product features, benefits, and policy details to customers and assist in selecting the right insurance solutions. Ensure achievement of monthly and quarterly sales targets through effective lead conversion. Coordinate with the bank branch team and company officials for smooth policy issuance and service delivery. Maintain compliance with all regulatory and internal process standards. Conduct training sessions for bank staff to enhance insurance product knowledge and sales capability.

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