Relationship Officer / Senior Relationship Officer

Aviva India; Kolkata District; On-site; INR 300,000 - 550,000; Full time

Job summary

Aviva India is seeking a results-driven sales professional to achieve insurance premium targets through the bank and branch network, while enhancing customer contact and coverage by analyzing and assigning opportunities. You will work on assigned leads, generate referrals from every branch visit, and classify customers by product usage, income, and socio-economic factors.

The role also requires understanding internal processes and ensuring timely updation of system records and proper

Qualifications

• Knowledge of the insurance sector, regulations applicable to insurance sector and the Companys and competitors’ products
• Excellent communication, interpersonal and selling skills.
• Aptitude for financial numbers
• Strong problem solving skills and decision making ability

Responsibilities

• Responsible for achieving Insurance premium targets through the sales distribution channels & delivery on retention targets
• To maximize customer contact and coverage by analysing and assigning opportunities
• Work on assigned leads by the Bank and generate referral from every customer that visits the branch
• To classify customer base on the basis of their product usage pattern, income, and other socio economic and cultural factors
• To ensure understanding of internal processes and timely updation of system records and proper documentation checks

Skills

Communication skills

Interpersonal skills

Selling skills

Numerical aptitude

Problem solving

Decision making

Job description

Role & responsibilities

• Responsible for achieving Insurance premium targets through the sales distribution channels & delivery on retention targets
• To maximize customer contact and coverage by analysing and assigning opportunities
• Work on assigned leads by the Bank and generate referral from every customer that visits the branch
• To classify customer base on the basis of their product usage pattern, income, and other socio economic and cultural factors
• To ensure understanding of internal processes and timely updation of system records and proper documentation checks

Preferred candidate profile

• Knowledge of the insurance sector, regulations applicable to insurance sector and the Companys and competitors’ products
• Excellent communication, interpersonal and selling skills.
• Aptitude for financial numbers
• Strong problem solving skills and decision making ability