Relationship Officer

Skywings Advisors Private Limited

Job Role & Responsibilities:

Build and maintain strong relationships with bank staff (RMs, BMs) at assigned branches.

Drive life insurance business from the bank's customer base through branch leads and walk-ins.

Generate leads by engaging with the bank's existing customers and promoting life insurance products.

Conduct regular training and awareness sessions for bank staff to enhance product knowledge and increase referrals.

Achieve monthly and quarterly sales targets for life insurance policies.

Ensure proper documentation, application processing, and policy issuance.

Handle post-sale services such as policy servicing, renewals, and customer queries.

Maintain MIS and daily activity reports.

Stay updated with product features, compliance guidelines, and underwriting norms.

Key Skills:

Strong interpersonal and relationship-building skills

Sales-driven and target-oriented

Good knowledge of banking and insurance products

Ability to work collaboratively with bank staff

Effective communication and presentation skills

Eligibility Criteria:

Qualification: Graduate / Postgraduate

Experience: 15 years of experience in life insurance/banking/financial services

Preferred: Prior experience in banca channel or insurance sales through bank partners

Interested Candidates can send their resume on or

• Experience

  1 - 6 Years

• No. of Openings

  10

• Education

  Any Bachelor Degree

• Role

  Relationship Officer

• Industry Type

  Insurance / Claims

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

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