Senior Relationship Officer

A Leading Life Insurance Company is seeking a results-driven Senior Relationship Officer to join its Direct Distribution Channel. In this pivotal role, you will be responsible for acquiring new clients and providing high-quality service to our existing policyholders. Furthermore, you will conduct daily customer meetings to generate leads and achieve monthly business targets. Consequently, this position is vital for expanding the company’s direct-to-consumer reach and ensuring high customer retention.

The Senior Relationship Officer must possess strong local market knowledge and the ability to convert leads into meaningful insurance solutions. Additionally, you will maintain accurate issuance tracking and documentation within our Lead Management System. Therefore, the company is looking for a sales professional with experience in life insurance or banking. If you have excellent communication skills and a passion for relationship management, this Senior Relationship Officer role offers a premier professional opportunity.

Key Responsibilities

• Conduct daily face-to-face customer meetings to identify and close sales opportunities.
• Generate a steady pipeline of leads through cold calling, referrals, and local campaigns.
• Achieve or exceed monthly business guarantee targets and annual sales plans.
• Provide comprehensive customer service, including handling renewals and policy queries.
• Maintain meticulous records of lead feedback and issuance status in the company’s CRM.
• Coordinate with the operations team to ensure smooth policy login and issuance processes.
• Build long-term relationships with customers to improve persistency and cross-sell opportunities.
• Analyze local market trends to identify new business pockets and HNI segments.
• Ensure all sales activities comply with IRDAI regulations and company ethics.
• Participate in regional training programs to enhance product knowledge and sales techniques.

Requirements and Qualifications

• Graduate in any stream with a minimum of 2 years of experience in Life Insurance or Banking.
• Own conveyance is mandatory for daily field visits and customer meetings.
• Deep understanding of the local market and a strong network within the assigned territory.
• Excellent communication skills in English, Hindi, and the local regional language.
• Strong negotiation skills with a customer-centric approach to problem-solving.