Relationship Officer

• Build and Maintain strong relationships with Bank staff (Branch seller, Tellers) and key decision makers.
• Drive sales growth by managing leads generated from banks branches, converting them into quality business and meeting sales targets.
• Working, engaging and connecting with HNI clients for one-on-one selling.
• Closing sale and following up on issuance.
• Promoting the brand and capturing higher share of wallet in the Insurance business of Partner bank.
• Train Bank staff on life insurance concepts and new products introductions to enable them to effectively sell to customer.
• Increasing banks customer awareness about Life Insurance solutions and achieve the targeted penetration.
• Monitor Sales performance, SP activation rates and customer persistency to ensure business goals are met.
• Drive effectively the Reward and recognition programs launched for the bank staff.
• Follow established processes, ensure timely customer connect and coordinate with operations and other department to maintain compliance and customer satisfaction.
• Ensure submitting DSR through companys sales report management tool.
• Maintain up to date knowledge of all insurance products and company regulations.
• Stay informed about industry trends, competitors offerings and regulatory updates

• Graduate/ Post Graduate in any discipline
• Good communication skills English & regional language (mandatory)
• Age group: 25-30 years
• Min 2 years of Sales experience
• Preferably has own conveyance
• Previous experience of BFSI industry is preferred

• Regularly reviews self and team performance on KPI, incentive targets and provides feedback to help them improve
• Recognizes and rewards team members who consistently exceed their sales, recruitment and persistency targets (KPI)

• Identifies customer needs and recommends appropriate solutions
• Develops strong relationships with existing customers to drive repeat business
• Meets or exceeds monthly/quarterly sales targets

• Proactively identifies and addresses customer needs and concerns
• Knows customer segments in the locality and develops strong relationships with customers to foster loyalty and trust
• Provides product knowledge training to sales team to enhance customer experience
• Analyzes customer feedback and implements improvements to processes and services

• Ensures sales practices comply with relevant laws, regulations, and industry standards
• Provides guidance to sales representatives on ethical dilemmas and decision-making
• Takes prompt action to address any unethical conduct or misconduct towards brand values

• Motivates and inspires the team to perform at a high level
• Delegates tasks and responsibilities effectively to leverage team members' capabilities
• Provides constructive feedback and coaching to help team members develop their skills

• Develops and delivers a compelling value proposition that clearly articulates the career opportunity, compensation, and support structure, effectively influencing and convincing high-potential advisors and partners to join the team.
• Skillfully anticipates and manages advisor objections through clear communication, factual evidence, and motivational techniques.
• Effectively leverages existing networks, professional referrals, and natural market opportunities to consistently generate quality leads for distribution expansion.
• Demonstrates the ability to attract established and high-performing distributors or teams from competitor organizations by highlighting the unique advantages and growth opportunities the company offers.
• Ensures a good selection process is followed, and successful recruits are smoothly integrated by providing initial training and necessary resources to facilitate a fast start in the role.

Disclaimer: This job posting and Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.