Relationship Offiicer

SkillLabs; Panchkula; On-site; INR 350,000 - 500,000; Full time

Job summary

SkillLabs is seeking a Relationship Officer in Panchkula, Haryana, India. The role focuses on acquiring new customers, maintaining strong client relationships, and driving sales of life insurance products through direct or partner channels.

Key responsibilities include lead generation, field visits, cold calling, meeting monthly targets, cross-selling and upselling financial products, and providing ongoing service support to ensure customer satisfaction and retention.

Responsibilities

• Sales & Business Development
• Generate leads through referrals, field visits, and cold calling
• Sell life insurance policies to individuals and families
• Achieve monthly and quarterly sales targets
• Cross-sell and upsell insurance and financial products
• Customer Relationship Management
• Build and maintain strong relationships with customers
• Provide regular service support and policy-related assistance
• Ensure high customer satisfaction and retention

Job description

The Relationship Officer is responsible for acquiring new customers, managing existing client relationships, and driving sales of life insurance products through direct or partner channels.

Key Responsibilities

• Sales & Business Development
• Generate leads through referrals, field visits, and cold calling
• Sell life insurance policies to individuals and families
• Achieve monthly and quarterly sales targets
• Cross-sell and upsell insurance and financial products
• Customer Relationship Management
• Build and maintain strong relationships with customers
• Provide regular service support and policy-related assistance
• Ensure high customer satisfaction and retention