Relationship Officer

Morgan Eries - Coimbatore, Tamil Nadu
  • 225,000 - ₹250,000 per year
  • December 6, 2020

Morgan Eries

Job Description :

Bancassurance is a relationship between bank and insurance company that is aimed at offering insurance product or insurance product or insurance benefits to the bank’s customer in this partnership, bank staff and tellers become the point of sale and point of contact for the customer

Responsibilities and Duties

The Relationship officer has the responsibility of driving sale and achieving target through the assigned bank branches

Target Achievement

Drive sale and achieve the target through the bank branches.

Sales support

support the CRO in his sales effort , in terms of generating benefits illustration ,accompanying client calls if required .

Relationship management

The bank is the key customer of the business manager and he has to engage an open and trusting relationship with branch manager/officer/staff engage the employee of the bank branches in regular discussion to transfer knowledge about insurance . JV company’s product offering and understand their issues concern about selling insurance (if any)

Ensure all the services requirement are met medical facilities and customer are satisfied.

Lead generation

spearhead all lead generation initiative from the bank whether through walk-in data-meaning referrals and other

Key skills

communication skill,sales skill, NBFC, banking and financial services , insurance sale, credit card sale,any other sales experience


225,000 to 250,000 lakh per annum

Travelling allowance RS 2500 per month

incentive 5000 to 50000

All statutory benefits such as ESI ,PF Bonus

group term life insurance 25 lakh

accidental coverage self up to 20 lakh

hospitalization cover 2 lakh

career growth opportunities

HR Contact Address 97782 32504

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