Branch Relationship Officer

This job is provided by apna.co Job Purpose To drive life insurance sales by building and maintaining relationships with bank staff and customers in the banca channel.Key Responsibilities: Sales and Business Development:Promote and sell life insurance products to bank customers.Identify and target potential customers within the bank's existing client base.Achieve monthly, quarterly, and annual sales targets.

Relationship Management

Build strong working relationships with branch staff to generate leads and referrals.Provide training and support to bank employees on life insurance products and processes.Attend branch meetings and sales huddles to share updates and insights.

Customer Support

Understand customers' insurance needs and recommend suitable products.Ensure high levels of customer satisfaction by providing prompt and accurate service.Address and resolve any customer concerns or queries related to life insurance policies.

Compliance And Reporting

Adhere to all regulatory and company guidelines while selling life insurance products.Maintain accurate records of sales activities and customer interactions.Submit daily, weekly, and monthly reports to the reporting manager.

Market Awareness

Stay updated on life insurance industry trends, competitor products, and changes in banking or regulatory policies.Recommend strategies to improve product offerings and sales techniques.Skills and Qualifications: Educational Background: Bachelor's degree (preferred).Experience: 1-3 years in sales (experience in insurance or banking preferred).Skills Required: Excellent communication and interpersonal skills.Strong sales and negotiation abilities.Proficiency in MS Office and CRM software.Ability to work collaboratively with bank teams.Key Performance Indicators (KPIs): Achievement of sales targets (premium and policy count).Number of customer meetings and lead generation activities.Customer satisfaction and retention rates.Compliance with regulatory and company policies.