Relationship Officer - Banca Channel

Department Icon Insurance- Life Insurance
Posted: 6 days ago
1-3 years
Chitradurga, Mandya, Mysore
Insurance- Life Insurance
work from office
Full Time
Closes 5 Jan 2027

Posted: 6 days ago
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Job Description

We are seeking a motivated and dynamic Relationship Officer for our Banca Channel to drive life insurance sales through allocated bank branches in Karnataka. The ideal candidate will be responsible for building and maintaining strong relationships with Branch Managers and bank staff, generating business through leads provided by the bank and walk-in customers, and conducting joint customer meetings with bank officials to close sales. The Relationship Officer will understand customer financial needs and recommend suitable life insurance products, ensuring the achievement of monthly and quarterly sales targets. Compliance with IRDAI guidelines and company policies is essential, along with submitting daily sales reports and activity updates. Candidates should possess a graduate degree in any discipline and have a minimum of 1 year of experience in Life Insurance Sales, Banking, BFSI, CASA, or Cross Sell. Strong communication, relationship-building, and sales skills are crucial, as well as the ability to build long-term relationships with bank partners. Good negotiation and closing skills are required, along with a willingness to travel within the assigned territory. This role offers a fixed salary along with performance-based incentives, making it an excellent opportunity for those looking to advance their career in the financial services sector.

Skills

BfsRelationship BuildingLife InsuranceCommunicationNegotiationCross SellCasaBankingSales

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