Relationship Officer - Sr. Relationship Officer

Kaabil; Mumbai; On-site; INR 250,000 - 450,000; Full time

Job summary

A leading insurance company in Mumbai is seeking candidates for Direct Channel positions. The role involves achieving sales targets in life insurance products, ensuring effective follow-up on leads, and participating in performance reviews. Ideal candidates should possess any graduation degree and demonstrate strong communication and problem-solving skills. This position offers opportunities for personal development through training and customer engagement activities.

Qualifications

• Graduation in any field is required.
• Strong communication and problem-solving skills are essential.
• Ability to work in a team environment and independently.

Responsibilities

• Achieve sales target on life insurance products.
• Participate in performance review meetings with the Area Manager.
• Ensure quality follow-up on leads from Telebase.
• Adhere to compliance & procedural obligations as per company norms.
• 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.

Skills

Strong communication

Problem-solving

Teamwork

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