Relationship Officer

Canara Hsbc Life Insurance Company

Des : Relationship Officer

Ctc : 3-3.6 lpa

KeyResponsibilities:

• Relationship Management:

• Developing and maintaining strong relationships with bank branch managers and other relevant staff.

• Sales Generation:

• Driving sales of insurance products (life, health, etc.) through the bank's customer base.

• Product Training:

• Educating bank staff about the features, benefits, and sales processes of insurance products.

• Sales Support:

• Assisting bank staff with customer interactions, providing necessary information and documentation.

• Target Achievement:

• Meeting or exceeding sales targets for various insurance products.

• Compliance:

• Ensuring all sales activities adhere to banking regulations and company policies.

• Lead Generation:

• Identifying and qualifying potential customers within the bank's customer base.

• Market Research:

• Understanding the competitive landscape and identifying opportunities for growth.

• Reporting:

• Providing regular updates to senior management on sales performance and market trends.

• Cross-selling and Up-selling:

• Identifying opportunities to offer additional insurance products to existing customers.