Relationship Officer Sr. Relationship Officer

Job Description (Relationship Officer / Sr. Relationship Officer)

Level: Senior Executive

Channel: Direct Distribution

Key accountability:

• 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

Reporting Manager: Area Manager

Qualification: Graduate

Experience:

• Basic Knowledge of Insurance industry.
• Own Conveyance is must.

Compensation 2.75 LPA