Relationship Officer- Life insurance

1 - 6 years

2 - 4 Lacs

Posted:2 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

1. Sales & Business Development

  • Achieve monthly, quarterly, and annual life insurance sales targets through assigned bank branches.
  • Drive sales of life insurance products (term, savings, ULIPs, retirement, health-related riders, etc.).
  • Conduct branch visits, joint customer meetings, and support sales closures.
  • Identify cross-sell and upsell opportunities.

2. Relationship Management

  • Manage day-to-day engagement with bank branch staff, branch managers, and regional banking leaders.
  • Build strong partnerships to ensure consistent lead flow and business support.
  • Resolve escalations related to customer issues, underwriting, or policy servicing.

3. Training & Enablement

  • Train and certify bank staff on life insurance products, processes, and regulations.
  • Conduct daily/weekly morning huddles, product refreshers, and sales coaching sessions.
  • Support new product launches within the bank network.

4. Lead Management & Activity Tracking

  • Ensure quality lead generation and timely follow-up from branch teams.
  • Maintain accurate MIS, dashboards, funnel reports, and daily activity reports.
  • Track branch performance and intervene as needed to meet targets.

5. Compliance & Process Adherence

  • Ensure adherence to IRDAI guidelines and company compliance standards.
  • Manage documentation, proposal forms, customer KYC, and policy issuance processes.
  • Ensure ethical sales practices and maintain clean audits for branches.

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Bwise Solutions

Information Technology

San Francisco

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