Relationship Officer

The primary objective is to collaborate proactively with Bancassurance channel partner with multi insurance tie up and stakeholders to ensure CHL achieves its business goals in alignment with Annual Operating Plan (AOP) targets, focusing on both new customer acquisition and retention as outlined in individual objective-setting sheets. Facilitate higher productivity levels by supporting channel partners in optimizing processes from submission to issuance within agreed timelines. Role holder will be responsible for meeting desired targets in retail business of the distributor partner.

• Safeguard the interests of customers and CHL by ensuring compliance with regulatory and internal guidelines, as well as the effective use of processes and systems. Cultivate and manage partner expectations to enhance relationship quality, fostering a mutually beneficial model.
• Drive Business Development by identifying and executing opportunities within Bancassurance channels.
• Execute and implement effective Sales and Customer Retention Strategies to achieve growth objectives.
• Foster strong Relationship Management with channel partners to improve collaboration and drive results.
• Balance Customer Service excellence with sales acquisition initiatives, ensuring seamless customer experience.
• Ensure strict adherence to regulatory and internal compliance guidelines to maintain operational integrity.
• Support the achievement of assigned targets** on a month-on-month basis including persistency targets and hence ensure delivering of measurable re
• sults.