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23/06 Preity Goyyal
Founder at Serving Skill

Views:1 Applications:3 Rec. Actions:Recruiter Actions:0

Relationship Officer - Sales - Insurance (1-3 yrs)

Goa Job Code: 219758


- Will be responsible for meeting sales target through Bank nearby Margao

- Will be responsible for maintaining relationships with all constituents in the Bank Branch

- Keeping accurate record of referrals received form all constituents in the bank branch.

- Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.

- Shall approach him/herself at least 5 new customers in the bank branch local to Margao each day.

- Increasing bank's customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch's customer base.

- Drive effectively the Reward and recognition programs launched for the bank staff.

- Shall rain the bank staff regularly on concepts in life insurance and new product introductions.


- Achieving Business Target milestones AFYP / Blended premium, and no. of cases.

- Relationship with Bank Branch Manager

- Effective Lead generation and meet value / number targets assigned from Panaji head office


- Graduate in any discipline

- 1 to 2 yrs of overall exp. in sales with a minimum of 6 months work experience in the fields of Banca, Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship.

- Local area knowledge of Margao Goa for customer meetings and document collections.

- Good communication skills and presentation skills.

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