Relationship Officer – Insurance Jobs in Udaipur

Full-time Max Life Insurance
  • Gourela Udaipur, Rajasthan View on Map
  • Apply Before : February 4, 2022
  • Salary: ₹17,000.00 - ₹28,400.00 / Monthly
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Job Description

Leading company Max life insurance is hiring for Relationship Officer – Bancassurance in Udaipur Rajasthan 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: Udaipur Rajasthan

Job type: Fulltime job with MAX Life Insurance



  • Will be responsible for meeting sales target through Bank nearby Gourela Udaipur
  • 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 Udaipur 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.



  • 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 Jaipur head office



  • 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 Gourela Udaipur Rajasthan for customer meetings and document collections.
  • Good communication skills and presentation skills.
  • Local language reading and writing skills of Rajasthani  Hindi and English


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Application ends in 16d 20h 27min

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