Relationship Officer Insurance

8 hours ago

Malappuram District 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**:

- **Experience : Minimum one year experience in insurance ( BFSI also preferred)**:

- **Locations :Kollam, Trivandrum, pathanamthitta, Kottayam, Kannur**:

- 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

Jinu

9946017774

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

Schedule:

- Morning shift

Work Location: On the road

  • Relationship Officer Insurance

    5 days ago

    Kannur District, 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...

  • Relationship Officer-insurance

    2 days ago

    Malappuram, India May I Help You Consulting Service Full time

    May I Help You Consulting Service Relationship Officer Job Location: All Kerala Interview: Direct/ Online Qualification: Any Degree/ 3 year Diploma/ Engineering passed Experience: Freshers/ Experienced **Salary**: 15000-20000+Esi+Pf+Incentives+Allowance **Salary**: ₹15,000.00 - ₹20,000.00 per month **Benefits**: - Health insurance - Provident...

  • Relationship Officer

    8 hours 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...

  • Relationship Officer

    4 days ago

    Malappuram, India AL RAZ International Business Links Full time

    relationship officer location : perinthalmanna 5 lakh per year +pf+esi+medical insurence male/female 9am - 6 pm graduation +6 month experience in any field Pay: ₹30,000.00 - ₹40,000.00 per month Schedule: - Day shift Work Location: In person **Speak with the employer** +91 8921531095

  • Relationship Officer

    2 weeks ago

    Malappuram, India Axis Bank (Quess Vendor payroll) Full time

    Axis bank under Quess Corp is hiring Relationship Officer Boost loan sales through business leads and self sourcing. Should have a two wheeler Experience in handling sales is an added advantage. Attractive incentives are offered Qualification - Plus Two Freshers or minimum one year sales experience preferred **Salary**: ₹14,763.00 - ₹20,000.00 per...

  • Relationship Officer

    8 hours ago

    Idukki District, Kerala, India ConnectIN Jobs Global Full time

    Insurance sales through assigned Bank Branches. Coordinating between Bank and company from Lead generation to policy conversion. Follow up with Operations of Banks. To build mutually beneficial relationships with Bank and help in acquisition of clients. Customer Requirement Gathering and Analysis for better product pitching. Handling Objections and...

  • Relationship Officer

    7 days ago

    Kochi, Kerala, India Astro-Vision Futuretech Pvt Ltd Full time

    **Position/ Title: Relationship Officer** **Location: Cochin** **Experience: 6 months-5 years** **Responsibilities**: - Establish and maintain strong professional relationships/connections internally and externally. - Achieve sales targets assigned and contribute to the overall achievement of the division. - Ensure full awareness of all services provided...

  • Relationship Officer

    2 days ago

    Malappuram, India Morgan Eries Full time

    The Relationship Officer has the responsibility of driving sales and achieving the sales target for the assigned bank branches. - Support the CRO in his sales effort, in terms of generating benefit illustrations, accompanying on client calls if required, etc. - Spearhead all lead generation initiative from the bank - whether through walk in, data-mining,...

  • Relationship Officer

    2 weeks ago

    Kochi, Kerala, India EDEN CAREER GUIDANCE & HR SOLUTIONS Full time

    Relationship Officer - Qualification: 10th with 2 year ITI / Plus Two - Good Salary + Incentives - Job Location: Kalady, Aluva, Vannapuram, Piravam, Kothamangalam **Job Types**: Full-time, Permanent **Salary**: ₹14,000.00 - ₹16,000.00 per month **Benefits**: - Health insurance - Provident Fund Schedule: - Day shift - Morning shift Supplemental pay...

  • Customer Relationship Officer

    4 days ago

    Thiruvananthapuram, Kerala, India HandysQuad Full time

    **Job Title**: Customer Relationship Officer **Location**: HandysQuad Facility Management Pvt Ltd **Job Type**: Full-time (Office Work) **Job Overview**: We are looking for a **Customer Relationship Officer** to drive sales by identifying new opportunities, building client relationships, and ensuring deal closures.. **Requirements**: - **Education**:...