Relationship Officer

Canara Hsbc Life Insurance Company

Des : Relationship Officer

ctc : 4 lpa

Responsibilities

A bancassurance professional is responsible for providing banking and insurance services to customers. This includes consultation to understand the customer's financial needs and recommend the best products to suit their requirements.

The primary responsibilities include the following :

• Analyzing customer needs and identifying cross-sell opportunities.
• Explaining banking and insurance products and processes to customers.
• Assisting customers in choosing the most appropriate financial products.
• Knowing banking and insurance policies to offer the best solutions.
• Building customer relationships and providing after-sales services.
• Improving customer satisfaction and achieving Sales targets.

Skills Required

Insurance Sales