Relationship Officer

Bwise Solutions; Damoh, Dhar, Manasa; On-site; INR 180,000 - 300,000; Full time

Job summary

Bwise Solutions in India is seeking a dynamic life insurance sales professional to generate new business and build lasting customer relationships. You will identify opportunities, explain policy benefits, and coordinate with branch staff to ensure smooth policy issuance.

You will meet monthly, quarterly, and annual targets through customer meetings, referrals, and proactive follow-ups, while maintaining a healthy sales pipeline and delivering tailored financial solutions to clients in Damoh and

Responsibilities

• Generate new life insurance business through customer acquisition and referrals.
• Build and maintain strong relationships with existing and prospective customers.
• Understand customer financial goals and insurance requirements.
• Explain life insurance products, benefits, features, premiums, and policy terms to customers.
• Generate leads through branch referrals, existing customers, calling, and other available sources.
• Conduct customer meetings and follow up regularly to convert leads into business.
• Achieve assigned monthly, quarterly, and annual sales targets.
• Maintain a healthy sales pipeline and ensure timely follow-up of leads.
• Coordinate with bank/branch staff, customers, and internal teams for smooth policy issuance.

Job description

Role & responsibilities

• Generate new life insurance business through customer acquisition and referrals.
• Build and maintain strong relationships with existing and prospective customers.
• Understand customer financial goals and insurance requirements.
• Explain life insurance products, benefits, features, premiums, and policy terms to customers.
• Generate leads through branch referrals, existing customers, calling, and other available sources.
• Conduct customer meetings and follow up regularly to convert leads into business.
• Achieve assigned monthly, quarterly, and annual sales targets.
• Maintain a healthy sales pipeline and ensure timely follow-up of leads.
• Coordinate with bank/branch staff, customers, and internal teams for smooth policy issuance.