Relationship Officer
Morgan Eries is looking for a Relationship Officer in Kottayam. This is a full-time on-site position, ideal for freshers or those with up to 4 years of experience.
Skills relevant to the role
- Acquisition
- Sales
- Life insurance
- Customer acquisition
- Relationship
- Insurance sales
- Insurance
- English Proficiency (Spoken) 20%
- Business development 17%
- Effective Communication 17%
- Marketing 13%
Key skills for this position include acquisition, sales, customer relationship management, and knowledge of life insurance. Effective communication, both spoken and written, is also crucial.
Responsibilities of the role
The Relationship Officer will connect with bank staff to generate leads and sell insurance products. Key responsibilities include:
- Building relationships with bank employees to receive client leads.
- Conducting consultations and closing sales of life and health insurance.
- Identifying financial needs of customers to cross-sell insurance policies.
- Training bank staff on insurance products and opportunities.
- Managing policy renewals and assisting clients with claims.
- Meeting established sales targets consistently.
- Ensuring compliance with regulatory standards.
Who can apply
This role welcomes applicants with 0 to 4 years of experience. Ideal candidates should have a background in:
- Insurance sales and customer acquisition.
- Excellent relationship management skills.
- Proficiency in English, both spoken and written.
The position is on-site in Kottayam, with 18 openings available.
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Job market insights
- Similar roles Hopin tracks across India
- 245
- Openings in this role
- 18
There are hundreds of similar roles across India. This indicates a strong demand for professionals in the insurance and sales sectors.
Employer credibility
- Passed Hopin's scam screen
This job listing has passed the necessary trust checks. It is a legitimate position posted by a reputable employer.
Tips to stand out
To enhance your application for this role, consider the following:
- It helps to demonstrate strong sales and customer service skills in your experiences.
- Showcase your ability to communicate effectively and build relationships.
- Familiarize yourself with insurance products and regulatory guidelines.
- Highlight any past experience in a sales or client-facing role.
Questions people ask about this role
What is the experience requirement for this role?
The role is suitable for individuals with 0 to 4 years of experience.
Where is this job located?
The position is located in Kottayam and is on-site.
How many openings are there for this position?
There are 18 openings available for the Relationship Officer role.