Company Description

Established in 2008, Canara HSBC Life Insurance Company Limited is a joint venture promoted by Canara Bank and HSBC Insurance with Punjab National Bank as an investor. With its head office in Gurugram, Haryana and more than 100 branch offices across India, the company leverages the trust and market knowledge of its banking partners. The company offers a broad portfolio of life insurance solutions including online plans, retirement solutions, and employee benefit segments. Focused on technology and customer service, Canara HSBC Life Insurance continues to grow aggressively, keeping customer promises through its “Promises Ka Partner” philosophy.

Role Description

This is a full-time on-site role for a Senior Relationship Officer located in Tirupati AP. The Senior Relationship Officer will be responsible for managing and cultivating business relationships with clients, providing financial advice, and ensuring high levels of customer service. Tasks include meeting sales targets, developing strategic plans to improve sales outcomes, and maintaining updated knowledge of company products and industry trends.

Qualifications

• Business Relationship Management and Sales skills

• Finance knowledge and expertise

• Excellent Communication and Customer Service skills

• Proven ability to meet targets and strategic planning skills

• Bachelor's degree in Business, Finance, or related field

• Experience in the insurance or finance industry is a plus

• Strong problem-solving abilities and attention to detail