Relationship Officer Bancassurance

Company Description Aditya Birla Sun Life Insurance Company Limited (ABSLI), established in 2000, is a joint venture between the Aditya Birla Group and Sun Life Financial Inc., combining strong local market knowledge with global financial expertise. The company is recognized as one of the top private life insurance providers in India and has played a key role in shaping the life insurance industry. ABSLI is known for pioneering initiatives such as the Free Look Period, Unit Linked Life Insurance plans, and transparent monthly portfolio disclosures. The company offers a comprehensive range of products, including term plans, life stage solutions, health plans, and retirement plans. ABSLI focuses on innovation, customer protection, and long-term value for policyholders.
Role Description The Relationship Officer – Bancassurance is a full-time, on-site role based in Kochi, responsible for managing and growing insurance business through designated bank branches. The role involves developing strong relationships with bank staff, educating them on ABSLI products, and driving sales of life insurance solutions to bank customers. Daily activities include meeting prospective customers, understanding their financial protection needs, presenting suitable product recommendations, and ensuring timely completion of applications and documentation. The Relationship Officer will monitor branch performance, track sales targets, and provide regular updates and reports to the sales leadership team. The role also includes handling customer queries, ensuring high service standards, and promoting compliance with internal policies and regulatory guidelines.
Qualifications

• Candidates should possess strong Business Relationship Management skills to collaborate effectively with bank stakeholders and nurture long-term partnerships.
• Candidates should possess Finance-related knowledge to understand insurance products, interpret customer needs, and explain financial benefits clearly.
• Candidates should possess excellent Communication skills to present solutions, conduct product training, and interact confidently with diverse customers.
• Candidates should possess solid Customer Service capabilities to handle inquiries, resolve issues promptly, and maintain a high level of customer satisfaction.
• Candidates should possess Sales skills to achieve branch targets, drive cross-selling opportunities, and convert leads into successful policies.
• Relevant experience in bancassurance, insurance, or financial services is preferred.
• Minimum of a bachelor's degree in business, finance, commerce, or a related field is desirable.
• Ability to work in a target-driven environment, strong analytical skills, and proficiency in basic computer applications will be beneficial.