Relationship Officer

1 day 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, Pooyapally,Oyoor,Mynakapally,Sasthamkotta**:

- 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

  • Relationship Officer

    2 weeks ago

    Thrissur, Kerala, India HSJB Business Solutions LLP Full time

    Urgent Opening in Tours & Travels Industry !!!! Position: Relationship Officer -Travel (M) Locations: Thrissur Experience: 1-5 Yrs in Exp in Travel Holidays Consultant ( International / Domestic ) **Salary**: As per Industry Standards Pay: Up to ₹40,000.00 per month Schedule: - Day shift Work Location: In person **Speak with the employer** +91...

  • Relationship Officer

    24 hours ago

    Thrissur, Kerala, India VYAPARAVIJAYAM TRADES & AGENCIES PVT Full time ₹ 2,64,000 per year

    Job Title: Relationship Officer – NBFCDepartment: Sales & Customer Relations / Branch OperationsReports To: Branch Manager / Relationship ManagerJob Purpose:To manage and nurture relationships with clients, ensuring customer satisfaction, promoting NBFC products, and supporting business growth through timely credit and financial solutions.Key...

  • Relationship Officer

    1 day ago

    Thrissur, Kerala, India Manappuram Finance Full time

    Grade/Level **Jr. Officer**: - Qualification **Any Graduation**: - Department **Digital Personal Loan**: - Experience **Freshers/Experienced**: - CTC Range **As per company norms**: - No of Vacancies **18**: - Skills **Good Communication skill, Preferred Language: Telegu, Kannada, Guajarati,Hindi, Marathi, Tamil**:

  • 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...

  • Branch Relationship Officer

    21 hours ago

    Thrissur, Kerala, India HRQUADRANT Full time ₹ 2,50,000 - ₹ 4,00,000 per year

    Relationship Officer – Banca Channel (Life Insurance)Location: Kochi, Thrissur,Salary: ₹25,000 – ₹40,000 (based on relevant experience)Employment Type: Full-time, On-rollJob Description:We are hiring Relationship Officers to work at partnered bank branches for a leading life insurance company.Your responsibilities will include:Engaging with walk-in...

  • Customer Relationship Officer

    1 day ago

    Thrissur, Kerala, India Manappuram Finance Full time

    Grade/Level **Junior Assistant**: - Qualification **Any Degree**: - Department **Customer relationship**: - Experience - CTC Range **As per company norms**: - No of Vacancies **20**: - Skills

  • Sales and Relationship Officer

    2 weeks ago

    Thrissur, Kerala, India Lumiere Fenestration Pvt Ltd Full time

    Sales Generation: - Identify potential clients and establish contact. Conduct regular visits to clients to promote products and services. Demonstrate and detailed presentation of products offerings, highlighting the benefits to potential customers. Follow Up and Negotiation: - Prepare and present a detailed quotation, including pricing, timelines and...

  • Apply Now! Branch:branch Relationship Officer

    4 weeks ago

    Thrissur, Kerala, India Axis Bank Full time

    About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is hence an integral part of the Bank s strategy Branches play a major role in deposit mobilization from New-To-Bank NTB customers and are also core drivers of the Bank s customer engagement strategy across products and services About the Role As a part of the...

  • Customer Relationship Officer

    1 day ago

    Thrissur, Kerala, India VYAPARAVIJAYAM TRADES & AGENCIES PVT Full time ₹ 2,23,776 - ₹ 3,00,000 per year

    Job Title: Customer Relationship Officer (CRO) – NBFCPrimary Objective:To build and maintain strong customer relationships, ensure customer satisfaction, and promote the company's financial products and services to achieve business growth and retention.Key Responsibilities:1. Customer Interaction & Relationship ManagementDevelop and maintain long-term...

  • Customer relationship officer

    6 days ago

    Kerala, India CSB Bank Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionCSB Bank Limited, established in 1920 and headquartered in Thrissur, Kerala, is a full-service bank with over 703 branches. CSB serves a wide range of customers, including those in semi-urban and rural centers, making it a household banking brand in Kerala. The bank offers Retail, Wholesale, and SME Banking services to over 2 million...