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 leadsTrain, 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).
Urgent #Hiring Role DescriptionThis is a full-time on-site role for a #Relationship #Officer at Haridwar and Roorkee. The Relationship Officer will be responsible for maintaining business relationships, communication, customer service, and sales activities on a daily basis.QualificationsBusiness Relationship Management, Communication, and Customer Service skillsFinance and Sales skillsExcellent interpersonal and communication skillsStrong negotiation and problem-solving abilitiesExperience in financial services.Bachelor's degree in Finance.Salary would be Negotiable.Product - #Micro #Lapsend CV whatsapp - 9639072355Location - #Haridwar #Roorkee