Job Title: Relationship Officer Life Insurance

Job Purpose

To build and maintain strong relationships with customers and partners, promote life insurance products, achieve sales targets, and provide quality customer service while following company policies and regulatory guidelines.

Key Responsibilities

• Build and manage relationships with customers, agents, and channel partners

• Promote and sell life insurance products such as term plans, savings plans, and ULIPs

• Identify customer needs and recommend suitable insurance solutions

• Achieve assigned sales and business targets

• Assist customers with policy documentation, proposals, and renewals

• Provide after-sales service and support to existing policyholders

• Maintain accurate customer records and sales reports

• Ensure compliance with IRDAI regulations and company policies

• Participate in training programs, meetings, and promotional activities

Required Skills and Qualities

• Strong communication and interpersonal skills

• Customer-focused and relationship-building ability

• Sales and persuasion skills

• Basic knowledge of life insurance products

• Self-motivated and target-oriented attitude

Qualifications

• Bachelor s degree in any discipline

• Experience in insurance, banking, or sales is an advantage

• Willingness to work in the field and meet clients