Relationship Officer

Job Description

Title: Relationship Officer

Company Name: Shanta Life Insurance PLC

Vacancy: 50

Age: 20 to 45 years

Job Location: Dhaka (Tejgaon)

Salary: --

Experience:

Published: 2026-09-21

Application Deadline: 2026-10-21

Education:

• Bachelor/Honors

• Age 20 to 45 years

Educational Qualifications:

• Bachelor’s degree in Business Administration, Finance, Marketing, Management, Economics, or any relevant discipline.

• Candidates with relevant sales, customer service, banking, financial services, or insurance experience will be an advantage.

Experience:

• Freshers with strong sales aptitude and willingness to build a career in life insurance may be considered.

• Prior experience in sales, relationship management, banking, financial services, FMCG, telecom, or customer service will be an advantage.

Required Competencies:

• Strong communication and interpersonal skills

• Relationship-building capability

• Self-motivation and initiative

• Persuasiveness and influencing ability

Career Opportunity: Commission based, attractive compensation package. Scope of unlimited income and flexible working hours as per your convenience.

A. Business Development & Sales

• Identify and develop new business opportunities through prospecting, referrals, personal networks, field visits, and other approved channels.

• Generate and maintain a strong pipeline of prospective customers and convert prospects into policyholders.

• Achieve assigned premium, customer acquisition, and other business targets.

B. Customer Relationship Management

• Build and maintain strong, long-term relationships with existing and prospective customers.

• Provide professional support throughout the customer journey, including policy acquisition, servicing, renewal, and premium follow-up.

C. Product & Financial Advisory

• Conduct basic financial needs analysis and recommend appropriate insurance products based on customer requirements.

• Clearly explain product features, benefits, terms, conditions, exclusions, and premium obligations to customers.

D. Compliance & Performance

• Ensure accurate and timely completion of customer proposals, documentation, and onboarding requirements in accordance with company policies and regulatory standards.

• Maintain proper records of sales activities, customer interactions, prospects, and business performance, and participate in required sales meetings, training, and coaching programs.