CHENNAI · FULLTIME

Relationship officer- Life Insurance(Banca)-4.5 LPA

Vighnesh Boothalingam�(Proprietor of Jobs N Ta Hr Services)

Chennai · onsite · Posted 1d ago

Sourced from Foundit

Not disclosed1–5 yrsfulltimeChennai

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Section · 01

About this role

Description

We are looking for a motivated and dedicated Relationship Officer to join our Life Insurance Banca team. The ideal candidate will be responsible for building and maintaining strong relationships with clients, educating them about our life insurance products, and assisting them in making informed decisions regarding their insurance needs.

Responsibilities

Build and maintain strong relationships with clients to ensure satisfaction and retention.
Educate clients about the life insurance products available through the banca channel.
Assist clients in understanding their insurance needs and recommend suitable products.
Coordinate with the sales team to achieve sales targets and enhance client engagement.
Conduct regular follow-ups with clients for policy renewals and updates.
Provide timely and accurate information to clients regarding policy details and claims process.
Gather feedback from clients to improve service offerings and customer experience.

Skills and Qualifications

Bachelor's degree in any discipline.
Strong interpersonal and communication skills.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
Understanding of life insurance products and banking processes.
Ability to build rapport with clients and work in a team.
Sales-oriented mindset with a focus on customer satisfaction.
Excellent problem-solving skills and attention to detail.

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Section · 02

Skills

Customer ServiceMarket ResearchNegotiation Skillssales strategiesRisk AssessmentInsurance KnowledgeRegulatory ComplianceSalesclient relationshipfinancial analysisProduct Knowledge

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Description

Responsibilities

Build and maintain strong relationships with clients to ensure satisfaction and retention.

Educate clients about the life insurance products available through the banca channel.

Assist clients in understanding their insurance needs and recommend suitable products.

Coordinate with the sales team to achieve sales targets and enhance client engagement.

Conduct regular follow-ups with clients for policy renewals and updates.

Provide timely and accurate information to clients regarding policy details and claims process.

Gather feedback from clients to improve service offerings and customer experience.

Skills and Qualifications

Bachelor's degree in any discipline.

Strong interpersonal and communication skills.

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).

Understanding of life insurance products and banking processes.

Ability to build rapport with clients and work in a team.

Sales-oriented mindset with a focus on customer satisfaction.

Excellent problem-solving skills and attention to detail.