Relationship Officer

IndiaFirst Life

Fresher

Channel- Banca

Bank UBI

CTC 2.10 LPA

250+

Across functions

since inception

(2024)

Great Place to Work for

six consecutive years

(2019-2024)

Best Microinsurance Company

Fastest growing

Digital Transformation Initiative of the Year

Greetings from IndiaFirst Life

IndiaFirst Life is promoted by Bank of Baroda and Union Bank of India. With our strong foundation,

we are driven by a relentless passion for success, guided by values that matter.

We appreciate your interest in working with us.

Recognizing

Achievements

Celebrating People

and Success

Accelerating

Growth

Empowering

Employees

In return, we are committed to creating a culture of CARE, where we focus on:

Be Honest

Think New

We celebrate those who embody our Core Values:

Be Helpful

Do More

• Graduate.

• Fresh graduates or candidates with 06 months of experience (preferably BFSI)

Executive Trainee

Designation:

Relationship Officer

Pan India

Your journey with us begins here, where success is more than just a possibility—

it’s the Certainty of Life.

Location:

Grade:

Work Experience:

Qualification:

Job Description At A Glance:

2. What are the role’s deliverables/goals?

QUALITATIVE

• Achieving sales targets
• Activate & Penetrate branches for Insurance Sales
• Arranging training programs for bank staff on products and selling skills
• Increasing productivity of bank branch

QUANTITATIVE

• Information Processing
• Monitoring TATS/ Quality of all processes
• Market and Competition knowledge
• Achievement of Monthly / Quarterly / Half Yearly and Annual Sales Target

Target Achievement

• Drive sales and achieve targets through the bank branches

Sales Support

• Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls

Relationship Management

• Bank is the key customer of the Relationship Officer, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff.
• Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance.

Lead Generation

• Spearhead all lead generation initiative from the bank – whether through walk-in, data mining, referrals, etc.

1. What are your roles and responsibilities?

Competencies

• Result Orientation
• Leadership Skills
• Customer Orientation
• Interpersonal and Communication Skills
• Energy, Drive and Initiative
• Cost and Quality Consciousness

Regards :-

Deepak Jha

9891126848