Relationship Officer | Bancassurance Jobs in Kolkata
- Category: Bank Jobs
- Location: Kolkata, West Bengal
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 15K to 19K
- Published on: 2025/09/21
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Relationship Officer – Bancassurance Jobs in Kolkata
Max Life Insurance
Kolkata, West Bengal
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17 hours ago
₹3.25L–₹5.25L a year
Full–time
We are hiring for Relationship Officer – Bancassurance in Kolkata West Bengal for Bank Sales vertical with Axis tie-ups, ideal candidate should have basic experince in sales preferably from banking industry.
Job Title: Relationship Officer (Bancassurance – Sales Jobs in Bank)
Department: Bancassurance / Banca
Reporting To: Cluster Manager
Location: Kolkata West Bengal
Job type: Full-time job with MAX Life Insurance
Key responsibility as a Banca in Kolkata:
• You will be responsible for meeting sales target through bank.
• 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 approach him/herself at least 5 new customers in the bank branch local to Kolkata each day.
• Increasing Axis 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.
Specific needs to apply Max Life Jobs in Kolkata:
• Graduate with degree certificate and mark sheets
• 1 to 2 years o of overall experince in sales with a minimum of 6 months work experience in the fields of Banca
• Local area knowledge of Kolkata West Bengal for customer meetings and document collections.
• Good communication skills and presentation skills.
• Local language reading and writing skills of Bengali Hindi and English
MEASURES OF SUCCESS:
• 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 Kolkata head office
Tags: Bank Sales Job in Kolkata, Banca Jobs in Kolkata, bancassurance job vacancies in Kolkata, Relationship Manager Jobs in Kolkata, axis bank jobs in Kolkata, Banca Job in Axis Bank in Kolkata, Max Life Banca Job in Kolkata.
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