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

Relationship Officer (Credit Life Insurance) at IndiaFirst Life Insurance ยท Nashik, Coimbatore, HYDERABAD METRO, BENGALURU NORTH, Ernakulam, Visakhapatnam, JOGESHWARI, Kolhapur, AHMEDABAD - III, Gandhinagar ยท 0 - 5 years ยท โ‚น1.5L - โ‚น2.5L / yr ยท Posted 19 Jun 2026

Skywings Advisors Pvt ltd's logo

Relationship Officer (Credit Life Insurance)

0 - 5 yrs
โ‚น1.5L - โ‚น2.5L / 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:

๐Ÿ“Œ Job Description โ€“ Relationship Officer (Credit Life Insurance)

IndiaFirst Life Insurance

๐Ÿ“ Job Location:

Multiple locations (Field / Customer-facing role)

๐Ÿ’ผ 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.

๐ŸŽฏ 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

๐ŸŽ“ 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

๐Ÿง  Skills Required:

๐Ÿ—ฃ๏ธ Communication Skills

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

๐Ÿ’ผ Sales Skills

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

๐Ÿ‘ฅ Customer Handling Skills

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

๐Ÿง  Personality Skills

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

๐Ÿ“Š Work Skills

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

โญ Preferred Skills (Good to Have)

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

๐Ÿ“ˆ Career Growth:

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

๐Ÿง  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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+6 more

About the job


Sales & Marketing Executive โ€“ Inside Sales

Experience: Freshers / 0โ€“2 years Employment Type: Full-time Location: Chennai Department: Sales & Marketing


About the Role

We are looking for enthusiastic and confident freshers to join our Sales & Marketing team. The role involves reaching out to potential customers through calls, understanding their requirements, explaining our software solutions, following up with prospects, and helping convert leads into customers.


You will also get an opportunity to work on digital marketing and lead-generation activities, giving you practical experience across both sales and marketing.


Key Responsibilities

  • Make outbound calls to potential customers and generate sales leads.
  • Understand customer requirements and introduce them to our products and services.
  • Conduct product demonstrations and explain key features and benefits.
  • Follow up with prospects through calls, WhatsApp, email, and other channels.
  • Handle customer questions and objections professionally.
  • Negotiate and help close deals with potential customers.
  • Maintain regular follow-ups with leads and update sales information.
  • Assist with digital marketing and online lead-generation activities.
  • Support social media, promotional campaigns, and other marketing initiatives.
  • Maintain daily/weekly sales and lead-generation reports.
  • Build and maintain good relationships with prospects and customers.

What Weโ€™re Looking For

  • Freshers are welcome to apply.
  • Good communication and interpersonal skills.
  • Confident and comfortable speaking with customers over the phone.
  • Positive attitude and willingness to learn.
  • Basic knowledge of computers and digital platforms.
  • Ability to handle rejection and consistently follow up with prospects.
  • Sales-oriented mindset with a focus on achieving targets.
  • Knowledge of digital marketing or social media is an added advantage.

What Youโ€™ll Learn

  • B2B sales and cold calling
  • Lead generation and prospecting
  • Product pitching and demonstrations
  • Negotiation and deal closing
  • Customer relationship management
  • Digital marketing and online lead generation
  • Professional communication and sales strategy

Why Join Us?

  • Opportunity for freshers to build a career in Sales & Marketing
  • Practical exposure to both sales and digital marketing
  • Training and guidance provided
  • Performance-based incentives
  • Opportunity for career growth based on performance


If you are confident, energetic, willing to learn, and interested in building a career in sales and marketing, we would love to hear from you.

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Shubham Vishwakarma

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I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
Companies hiring on Cutshort
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