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Job description Job Title : Relationship Officer Location : All kerala Key Responsibilities : · Relationship Management : · Build and maintain relationships with bank branch staff, branch managers, and other key stakeholders to enhance the insurance sales process. · Ensure that the banking partner’s staff are well-informed about the life insurance products and services offered, fostering a strong, cooperative relationship. · Provide regular support, product training, and guidance to bank employees on insurance offerings. · Sales Support : · Support sales targets by driving the promotion of life insurance products through the bank’s customer base. · Ensure effective cross-selling of life insurance products, including term life, endowment policies, ULIPs (Unit-Linked Insurance Plans), etc., through various bancassurance channels. · Identify opportunities to increase insurance penetration by conducting regular visits to bank branches, ensuring that sales goals are met. · Training and Development : · Conduct training sessions for bank staff to ensure they are equipped to recommend and sell life insurance products. · Keep the staff updated on new products, changes in policies, and market trends. · Customer Acquisition and Retention : · Target new customers by coordinating with the bank’s relationship managers and sales teams. · Assist in customer retention by ensuring excellent post-sales service, addressing queries, and resolving complaints effectively. · Track and manage customer leads through CRM tools to ensure timely follow-ups. · Product Knowledge and Strategy : · Have an in-depth understanding of the company’s life insurance products to help address customer queries and recommend appropriate solutions. · Work closely with the bank to execute promotional campaigns, meetings, and events to drive product visibility. · Compliance and Reporting : · Ensure adherence to all regulatory requirements and company policies during all stages of the sales process. · Maintain detailed records of client interactions, sales activities, and lead management. · Provide regular reports on performance, customer feedback, and market conditions to the senior management. · Customer Relationship Management : · Maintain a high standard of customer service , ensuring timely follow-ups and resolution of issues. · Build a rapport with existing clients to encourage repeat business and referrals. · Collaboration with Internal Teams : · Work closely with the underwriting, claims, and operations teams to ensure smooth service delivery for bancassurance clients. · Collaborate with the bank’s managers and sales teams to understand customer needs and propose suitable solutions. Skills and Qualifications : · Educational Qualification : · A Bachelor’s degree in business, finance, marketing, or related fields is usually required. A Master’s degree in business (MBA) or related fields is often preferred. · Experience : · 1–2 years of experience in sales, relationship management, or bancassurance roles, preferably in the life insurance or banking sectors. · Experience in financial services or insurance products would be an advantage. · Key Skills : · Strong communication and interpersonal skills to build relationships with banking staff and customers. · Deep knowledge of life insurance products and industry trends. · Excellent salesmanship and the ability to meet sales targets. · Problem-solving skills to address client concerns and issues. Interested candidates send your resume to; recruitment@factorhuman.in Thanks & Regards Jisha Jerin Factor Human Resources Cochin 9778783902 Job Type: Full-time Pay: ₹250,000.00 - ₹390,000.00 per year Schedule: Day shift Application Question(s): What is your current ctc? Are a willing candidate for an immediate Joining/What is your notice period? Are you available to attend the interview on the 27 th May Experience: Insurance, Banking or any other BFSI: 1 year (Required) Willingness to travel: 50% (Required) Work Location: In person
