Relationship Officer

16 hours ago


Kalyani Nagar, Maharashtra, India Career Junction 1 Full time ₹ 4,00,000 - ₹ 8,00,000 per year

Key Responsibilities:

  • Build and maintain strong relationships with bank branch staff to drive insurance business.
  • Generate business from the bank's existing customer base by identifying their financial needs.
  • Explain product features, benefits, and policy details to customers and assist in selecting the right insurance solutions.
  • Ensure achievement of monthly and quarterly sales targets through effective lead conversion.
  • Coordinate with the bank branch team and company officials for smooth policy issuance and service delivery.
  • Maintain compliance with all regulatory and internal process standards.
  • Conduct training sessions for bank staff to enhance insurance product knowledge and sales capability.


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