Job Description

Job Title:
Relationship Officer / Relationship Executive Life Insurance
Industry:
Insurance / Financial Services
Functional Area:
Sales, Relationship Management
Role Category:
Life Insurance Customer Relationship & Sales :
We are hiring for a leading Life Insurance Company to manage and grow an existing customer base through relationship management and sales support. Key Responsibilities:
Relationship Management & Customer Service:
Establish and strengthen relationships with allocated customers
Ensure customer retention from the assigned "Book of Relations"
Act as a single point of contact for customer inquiries, queries, and complaints
Understand customers' financial goals and provide financial planning assistance
Conduct competition analysis to offer professional advice
Fix daily self-appointments from the provided customer database as per campaigns
Sales Responsibilities:
Focus on cross-selling and up-selling opportunities within allocated customers
Ensure completion of licensing as per company standards Desired Candidate Profile:
Experience: 0 to 1.5 years in Sales of
Insurance / Mutual Funds / CASA / Investments / Loans / Real Estate
Age: 24 to 38 years
Education: Graduate preferred
Must own a conveyance
Good communication and interpersonal skills Salary:
CTC up to 5.50 LPA (Based on experience and performance) Job Location:
Delhi Key Skills:
Relationship Management
Sales & Cross Selling
Customer Handling
Financial Planning
Communication Skills How to Apply:
Interested candidates can call or WhatsApp their updated resume at 9759214468
or email at
Contact Person:
Nikita Koli

Skills Required