VIVighnesh Boothalingam (Proprietor of Jobs N Ta Hr Services)
Relationship Officer-bancassurance-4 LPA
Salem ₹1-4 LPA Posted 30 May 2026
FULL TIME
Banking
Health Insurance
Field Sales
Bussiness Development
Direct Sale
+8 more
Job Description
Job Description
- To sell Life insurance products through the assigned Bank branches by building long term relationship with the bank.
- Building Relationship and Motivate branch staff to help generate leads.
- Providing complete policy details and after sales services to clients.
- Drive Life Insurance sales through assigned bank branches and consistently achieve business targets.
- Build and maintain strong relationships with Branch Managers and bank staff to generate quality leads.
- Identify customer needs and provide suitable insurance solutions through effective financial need analysis.
- Ensure timely lead follow-up, policy closure, and seamless customer service throughout the sales process.
- Conduct branch activation activities and product training sessions to enhance insurance penetration and business growth.
Candidate Requirements
- Minimum 1–5 years of experience in Bancassurance, Agency, Direct Channel, or Insurance Sales.
- Strong understanding of Life Insurance products and sales processes.
- Experience in relationship management and lead generation through bank partnerships.
- Good communication, negotiation, and customer handling skills.
- Graduation in any discipline with a proven track record of achieving sales targets.
