Relationship Officer

Job Description

Job Description Relationship Officer (Banca Channel)Company: Max Life InsuranceChannel: BancaRole: Relationship Officer (RO)Career Level (CL): 4.5Location: AhmedabadBank Partner: Yes BankJob PurposeTo drive life insurance sales through the banca channel by building and managing strong relationships with Yes Bank branch staff and customers, ensuring consistent business growth for Max Life Insurance.Key ResponsibilitiesGenerate life insurance business through Yes Bank branchesBuild and maintain strong relationships with bank staff and branch managersIdentify customer needs and recommend suitable Max Life insurance productsAchieve assigned sales targets on a monthly/quarterly basisConduct joint sales calls and customer meetings with bank officialsEnsure timely documentation, policy issuance, and post-sales supportMaintain high standards of customer service and complianceParticipate in training and product updates as requiredEligibility CriteriaExperience:Experience in Banca Channel is mandatoryCandidate should be ex-life insurance backgroundEducation: Graduate (preferred)Age: As per company normsDocuments: PAN card mandatorySkills Required:Strong communication & interpersonal skillsSales orientation and customer-centric approachRelationship management skillsPreferred CandidatePrior experience working with Yes Bank or similar banca partnersLocal market knowledge of AhmedabadTarget-driven and self-motivatedCTCAs per company standards (CL 4.5)Interested candidates can share their resume on hidden_email

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insurancesaleslife insurance