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

šŸ“Œ Job Description – Relationship Officer (Credit Life Insurance)

IndiaFirst Life Insurance

šŸ“ Job Location:

Multiple locations (Field / Customer-facing role)

šŸ’¼ 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.

šŸŽÆ 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

šŸŽ“ 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:

šŸ—£ļø Communication Skills

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

šŸ’¼ Sales Skills

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

šŸ‘„ 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

šŸ“Š 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

šŸ“ˆ 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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Full Stack Developer - Averlon
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.
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About IndiaFirst Life Insurance

Founded :
2009
Type
Size
Stage

About

IndiaFirst Life Insurance Company is a life insurance provider in India that offers a range of life insurance products to individuals and groups. It was established in 2009 as a joint venture between Bank of Baroda, Andhra Bank, and Legal & General. IndiaFirst Life Insurance Company offers a variety of life insurance products, including term plans, savings plans, retirement plans, and child plans. The company aims to provide financial security to its customers and their families by offering comprehensive life insurance solutions. IndiaFirst Life Insurance Company operates in the insurance industry and caters to the needs of individuals and groups. IndiaFirst Life Insurance Company was established in 2009 as a joint venture between Bank of Baroda, Andhra Bank, and Legal & General. The company has a strong presence in the Indian market and has been providing life insurance solutions to its customers for over a decade. IndiaFirst Life Insurance Company has a customer-centric approach and offers customized solutions to meet the unique needs of its customers. The company has a wide network of branches and partners across India, making it easily accessible to customers. IndiaFirst Life Insurance Company operates in the insurance industry and caters to the needs of individuals and groups. The company offers a range of life insurance products, including term plans, savings plans, retirement plans, and child plans. IndiaFirst Life Insurance Company has a strong presence in the Indian market and has been providing comprehensive life insurance solutions to its customers for over a decade.
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