Relationship Officer

4 days ago

Thrissur Kerala, India Factorhuman Resources Pvt Ltd Full time

**Job Summary**:
This role combines banking and insurance expertise to offer insurance products and services to bank customers. Insurance Officers working in Bancassurance are responsible for selling insurance policies, assisting clients with claims, and ensuring compliance with regulations. They work collaboratively with the bank's staff to provide customers with comprehensive financial solutions.

**Relationship Officer Job Responsibilities**:

- **Locations :Kollam, Chalakkudy, Kodungalloor**:

- Customer Engagement: Develop strong relationships with bank customers and identify their insurance needs through consultations and needs assessments.
- Product Knowledge: Have an in-depth understanding of various insurance products and policies, and effectively communicate their features, benefits, and terms to customers.
- Sales and Cross-Selling: Actively promote and sell insurance products to bank customers, utilizing cross-selling opportunities to increase insurance policy penetration.
- Consultative Selling: Use a consultative approach to tailor insurance solutions to individual customer requirements, taking into account their financial situation and risk tolerance.
- Quoting and Proposal: Prepare insurance quotes and proposals, explaining coverage options, premiums, and policy terms clearly to clients.
- Documentation and Compliance: Ensure all documentation related to insurance transactions is accurately completed and compliant with regulatory requirements.
- Customer Support: Provide ongoing support to customers, assisting with policy servicing, claims processing, and any inquiries or concerns.
- Claims Handling: Guide customers through the insurance claims process, acting as an intermediary between the customer and the insurance company.
- Relationship Management: Collaborate with bank staff, including relationship managers and financial advisors, to identify potential insurance opportunities and provide training on insurance products.
- Market Research: Stay informed about industry trends, competitor products, and regulatory changes to remain competitive and compliant.
- Targets and Goals: Meet or exceed sales targets, revenue goals, and performance metrics set by the bank and insurance partners.

**Preferred Qualifications & Skills**:

- Minimum qualification **Degree or above.**:

- We are looking for **Freshers/ BFSI Experienced.**:

- Strong understanding of market, customer needs, and competitor activities.
- Excellent negotiation and communication skills.

Thanks & Regards

Lekshmi

9946017774

Pay: ₹300,000.00 - ₹390,000.00 per year

Schedule:

- Morning shift

Application Question(s):
**Experience**:

- total work: 1 year (preferred)

Willingness to travel:

- 50% (preferred)

Work Location: In person

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