Relationship Officer

Skywings Advisors Private Limited

key responsibilities:

business development:

drive life insurance sales through assigned bank branches.

identify and convert potential customers into policyholders.

achieve monthly and quarterly sales targets.

relationship management:

build strong rapport with branch staff to generate business leads.

train, motivate, and support bank employees to cross-sell insurance.

maintain healthy relations with partner banks to ensure smooth operations.

sales execution:

conduct need-based financial planning for customers.

pitch suitable life insurance products aligned with customer requirements.

manage customer queries, documentation, and policy issuance.

compliance & process adherence:

ensure adherence to irdai and company compliance guidelines.

maintain accurate records of leads, sales, and customer interactions.

safeguard customer interest through transparent communication.

key skills & competencies:

strong sales and negotiation skills.

excellent communication and interpersonal skills.

ability to build and maintain relationships.

goal-oriented, self-motivated, and target-driven.

knowledge of banking operations and financial products preferred.

qualifications & experience:

graduate / postgraduate in any discipline.

1 - 4 years of sales experience (preferably in bfsi/insurance/banking).

• Experience

  1 - 7 Years

• No. of Openings

  10

• Education

  Any Bachelor Degree

• Role

  Relationship Officer

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Home

• Face interview location

  2nd floor, Sirmour Plaza, Kaulagarh Rd, Anand Vihar Colony, Dehradun, Uttarakhand 248001