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Relationship Officer (Credit Life Insurance)
Relationship Officer (Credit Life Insurance)

Relationship Officer (Credit Life Insurance) at IndiaFirst Life Insurance · Nashik, Coimbatore, HYDERABAD METRO, BENGALURU NORTH, Ernakulam, Visakhapatnam, JOGESHWARI, Kolhapur, AHMEDABAD - III, Gandhinagar · 0 - 5 years · ₹1.5L - ₹2.5L / yr · Posted 19 Jun 2026

Skywings Advisors Pvt ltd's logo

Relationship Officer (Credit Life Insurance)

0 - 5 yrs
₹1.5L - ₹2.5L / yr
Nashik, Coimbatore, HYDERABAD METRO, BENGALURU NORTH, Ernakulam, Visakhapatnam, JOGESHWARI, Kolhapur, AHMEDABAD - III, Gandhinagar
Skills
Communication Skills
Sales
Customer Relationship Management (CRM)
Insurance
Banking

Here is your proper merged and professional JD with skills included neatly:

📌 Job Description – Relationship Officer (Credit Life Insurance)

IndiaFirst Life Insurance

📍 Job Location:

Multiple locations (Field / Customer-facing role)

💼 Job Summary:

We are hiring Fresher Relationship Officers (RO) for Credit Life Insurance sales. The role involves acquiring customers, explaining insurance products in simple terms, and achieving sales targets through direct customer interaction in assigned locations.

🎯 Key Responsibilities:

  • Generate leads through field visits and customer interaction
  • Explain Credit Life Insurance products clearly to customers
  • Convert potential leads into successful policy sales
  • Achieve monthly sales targets
  • Maintain strong customer relationships
  • Support documentation and policy issuance process
  • Maintain daily activity and reporting updates

🎓 Eligibility Criteria:

  • Graduate in any stream (Freshers eligible)
  • Good communication skills
  • Willingness to work in field sales and target-based role
  • Age as per company norms

🧠 Skills Required:

🗣️ Communication Skills

  • Good Hindi speaking ability (mandatory)
  • Basic English communication skills
  • Ability to explain products in simple terms

💼 Sales Skills

  • Interest in sales and marketing
  • Convincing and negotiation skills
  • Ability to handle customer objections

👥 Customer Handling Skills

  • Polite and professional behavior
  • Ability to understand customer needs
  • Relationship building skills

🧠 Personality Skills

  • Confident and positive attitude
  • Target-oriented mindset
  • Willingness to learn and grow

📊 Work Skills

  • Ability to work in field environment
  • Time management
  • Discipline and target achievement focus

⭐ Preferred Skills (Good to Have)

  • Basic knowledge of insurance products
  • Awareness of banking/loan products
  • Local area familiarity

📈 Career Growth:

  • Relationship Officer → Senior RO → BDM → Sales Manager
  • Performance-based growth opportunities
  • Exposure to insurance and BFSI industry

🧠 Job Nature:

  • Field + customer interaction role
  • Full-time and target-driven profile
  • Sales-oriented opportunity in insurance sector


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About IndiaFirst Life Insurance

Founded :
2009
Type
Size
Stage

About

IndiaFirst Life Insurance Company Limited is a life insurance provider based in Mumbai, India. Established in November 2009, it operates as a joint venture with Bank of Baroda, Union Bank of India, and Carmel Point Investments, managed by Warburg Pincus. The company began its operations in March 2010 and has since become a significant player in the Indian life insurance market. IndiaFirst Life offers a wide range of individual and group life insurance products, including term insurance, savings and endowment plans, unit-linked insurance plans (ULIPs), child plans, retirement and pension coverage, and group insurance options. The company primarily distributes its products through a bancassurance model, leveraging the extensive branch networks of its partner banks, which cover over 1,000 cities and towns across India. With a focus on digitalization and a customer-first approach, IndiaFirst Life aims to make insurance accessible to all households in India.
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