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Relationship Officer | Insurance Jobs in Hisar

Location: Hisar, Haryana

Category: Human Resource (HR) Jobs

Posted on: 2025/09/10

Leading company Max life insurance is hiring for Relationship Officer – Bancassurance in Hisar Haryana 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: Hisar Haryana

Job type: Fulltime job with MAX Life Insurance

KEY RESPONSIBILITIES:
• Will be responsible for meeting sales target through Bank nearby Hisar
• 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 Hisar 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 Chandigarh 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 Hisar Haryana for customer meetings and document collections.
• Good communication skills and presentation skills.
• Local language reading and writing skills of Haryanvi Hindi and English

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