Relationship Officer

Job Description

Role: RO/SRO/ERO/SM Designation: RO/SRO/ERO/SM Department/Function: SALES RETAIL- CANARA Career Level: 8/7 Direct Reporting: CBM & Above Matrix Reporting: # of Direct Reportees: NA #of indirect Reportees: NA Highest Education: Graduate| 10+2 education* Experience: Freshers, relevant sales experience Location: PAN India Hub/HO: HubRole & responsibilities Preferred candidate profile Communication Skills: Ability to clearly explain the benefits and features of traditional life insurance plans, ensuring clients understand their options and the value of the coverage. Customer Focus: Strong commitment to understanding and meeting the specific needs of clients, providing personalized service and support. Relationship Building: Ability to build and maintain trust with clients, fostering long-term relationships that encourage client loyalty and referrals. Sales Expertise: Proven track record in selling traditional life insurance products, with a deep understanding of the sales process and techniques. Product Knowledge: In-depth understanding of traditional life insurance plans, including whole life, term life, and endowment policies, and their respective benefits. Regulatory Knowledge: Awareness of regulatory and compliance requirements specific to traditional life insurance, ensuring all sales practices adhere to legal standards. Problem-Solving: Quick thinking and problem-solving skills to address client concerns and find suitable solutions that meet their insurance needs. Ethical Judgment: Strong sense of ethics and integrity in all dealings, ensuring clients' best interests are always prioritized. Adaptability: Ability to adapt to changing client needs and market conditions, staying informed about industry trends and updates.