Relationship Officer General Insurance

About the Company

Protego is committed to delivering exceptional financial services with a focus on integrity and customer satisfaction. Our mission is to provide innovative solutions that meet the diverse needs of our clients while fostering a culture of inclusivity and teamwork.

The role involves ensuring that allocated targets are consistently met while maintaining high service standards and promoting cross-selling of products.

• Ensure allocated targets are consistently met.
• Awareness about the product offerings by the competitors, propose and implement improvements in the existing process.
• Provide prompt feedback to Relationship Manager on business objectives.
• Ensure that all service standards of the Protego/bank are met and maintained.
• To ensure the sale of Insurance product is always done with good faith and integrity.
• Ensure all customer requests received are actioned within TAT.
• Ensure zero errors in sales & services.
• Promote cross selling of products to existing Protego base.
• To ensure renewal conversion % is maintained as per business targets.

Protego is an equal opportunity employer committed to diversity and inclusivity in the workplace. We celebrate differences and strive to create an environment where everyone feels valued and respected.