Relationship Officer

SkillLabs; Sonipat; On-site; INR 240,000 - 420,000; Full time

Job summary

SkillLabs is seeking a results-driven Life Insurance Sales Executive to drive business through partner banks in Haryana and Sonipat. You will assess customer needs and suggest suitable life insurance solutions to maximize policy issuance.

You will cultivate strong ties with branch managers and staff, generate leads, conduct meetings, and convert prospects into sales while ensuring timely issuance and customer satisfaction. Graduate with strong communication is preferred.

Qualifications

• Graduate in any discipline.
• Experience in BFSI, Insurance, Banking, or Sales preferred.
• Strong communication and relationship-management skills.
• Customer-focused, target-driven and proactive.
• Knowledge of life insurance and financial products is a plus.

Responsibilities

• Generate life insurance business through assigned partner bank branches.
• Build and maintain strong relationships with branch managers and bank staff.
• Identify customer insurance needs and recommend suitable life insurance products.
• Generate leads, conduct customer meetings, and convert prospects into sales.
• Achieve monthly and quarterly sales targets.
• Provide product training and support to bank employees.
• Ensure timely policy issuance and high customer satisfaction.
• Maintain documentation and adhere to company and regulatory guidelines.

Skills

Communication skills

Relationship management

Customer-centric mindset

Life insurance knowledge

Education

Graduate degree

Job description

Key Responsibilities

• Generate life insurance business through assigned partner bank branches.
• Build and maintain strong relationships with branch managers and bank staff.
• Identify customer insurance needs and recommend suitable life insurance products.
• Generate leads, conduct customer meetings, and convert prospects into sales.
• Achieve monthly and quarterly sales targets.
• Provide product training and support to bank employees.
• Ensure timely policy issuance and high customer satisfaction.
• Maintain documentation and adhere to company and regulatory guidelines.

Eligibility

• Graduate in any discipline.
• Preferred experience in BFSI, Insurance, Banking, or Sales.
• Good communication and relationship management skills.
• Customer-focused, target-oriented, and proactive approach.
• Knowledge of life insurance and financial products is an added advantage.