Relationship Officer | Insurance Jobs in|
- Category: Bank Jobs
- Location: Bhagalpur, Bihar
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 15K to 29K
- Published on: 2025/09/20
Leading company Max life insurance is hiring for Relationship Officer – Bancassurance in Bhagalpur Bihar for sales job in bank, Kindly go throw below job details and get apply.
Job Title: Relationship Officer (Bancassurance – Sales Jobs in Bank)
Department: Bancassurance / Banca Jobs
Reporting To: Cluster Manager
Location: Bhagalpur Bihar
Job type: Fulltime job with MAX Life Insurance
KEY RESPONSIBILITIES:
• Will be responsible for meeting sales target through Bank nearby Bhagalpur
• 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 Bhagalpur 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.
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 Patna head office
MINIMUM / SPECIFIC EXPERIENCE:
• 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 Bhagalpur Bihar for customer meetings and document collections.
• Good communication skills and presentation skills.
• Local language reading and writing skills of Bihari Hindi and English
Tags: jobs nearby me in Bhagalpur, insurance jobs in Bhagalpur, Banca Jobs, job vacancy in Bhagalpur, bancassurance jobs, Branch Banking, job vacancy near me, Sales Jobs in Banks, Bank Sales Jobs, CASA sales, BFSI Recruitment, Full-time job nearby Bhagalpur, Relationship Officer, Jobs near me.
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