Relationship Officer Sr. Relationship Officer

Kaabil; Mumbai; On-site; INR 240,000 - 420,000; Full time

Job summary

A leading insurance company in Mumbai is hiring for a sales role focused on achieving targets for life insurance products. The job involves both teamwork and independent work, requiring strong communication and problem-solving skills. Candidates should be graduate and willing to undergo training. Responsibilities include following up on sales leads, hosting customer events, and handling complaints professionally. The role offers an opportunity to grow within an active sales environment.

Qualifications

• Graduation is required for this role.
• Strong communication and problem-solving skills are essential for success.
• Candidates should be able to work both in teams and independently.

Responsibilities

• Achieve sales targets on life insurance products.
• Participate in weekly/monthly performance review meetings.
• Adopt a need-based selling approach.
• Ensure quality follow-up on leads.
• Adhere to compliance and procedural obligations.
• Take active interest in self-development training.
• Close the loop on customer problems.
• Meet customers to resolve issues.
• Handle complaints professionally.
• Host events to develop customer relationships.
• Attend training sessions for product and service updates.

Skills

Strong communication skills

Problem-solving skills

Ability to work in a team environment

Ability to work independently

Education

Any Graduation

Job description

Job description

Urgent opening for Direct Channel-Mumbai

• Achieve sales target on life insurance products.
• Participate in weekly / monthly meeting on performance review with the Area Manager.
• Adopt a need based selling approach for product positioning with customer.
• Ensure quality follow up on leads from Telebase to ensure timely closure.
• Adhere to compliance & procedural obligations as per company laid out norms.
• Take active interest in self development needs and participate in technical, product and skills training.
• Owns the problem / process with the customer. Closes the loop.
• Meet customers to resolve issues where necessary
• Handle complaints in a timely and professional manner
• Host events for customers to develop new and long-term relationship
• Attend training and keep abreast of product and service developments

Qualifications

• Any Graduation
• Strong communication and problem-solving skills
• Ability to work in a team environment and independently