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Shanta Life Insurance PLC

Bank/Non-Bank Fin. Institution

Relationship Officer

Shanta Life Insurance PLC

Application Deadline : 19 Sept 2026

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Vacancy:24
Age:Not Specified
Location:Chittagong
Salary:Negotiable
Experience:1 Year
Gender:No Preference
Job Type:Contract
Industry:Bank/Non-Bank Fin. Institution
Published:22 Aug 2026

Education

  • Higher Secondary, HSC

Experience

  • 1 Year

Skills

  • Business Development
  • Compliance
  • Financial
  • Customer Service and Customer Relationship

Additional Requirements

Educational Qualifications:

  • Minimum HSC or equivalent.

  • Bachelor’s degree in any discipline will be preferred.

  • 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

  • Customer orientation

  • Sales and negotiation skills

  • Relationship-building capability

  • Self-motivation and initiative

  • Result orientation

  • Persuasiveness and influencing ability

  • Time and territory management

  • Learning agility

  • Professionalism and integrity

Responsibilities & Context

Business Development & Sales

  • Identify and develop new business opportunities through prospecting, referrals, networking, and field visits.
  • Build and manage a strong customer pipeline and convert prospects into policyholders.
  • Achieve assigned sales, premium, customer acquisition, and business targets.
  • Meet customers to understand their financial protection and savings needs and recommend suitable life insurance solutions.

Customer Relationship Management

  • Develop and maintain long-term relationships with existing and potential customers.
  • Provide professional support throughout the customer journey, including policy acquisition, servicing, renewal, and premium follow-up.
  • Address customer queries and concerns promptly to ensure a positive service experience.

Product & Financial Advisory

  • Conduct basic financial needs assessments and recommend appropriate insurance products.
  • Explain product features, benefits, terms, conditions, exclusions, and premium requirements clearly.
  • Maintain updated knowledge of Shanta Life’s products, services, sales procedures, and industry practices.

Compliance & Performance

  • Ensure accurate and timely completion of customer proposals, documentation, and onboarding procedures in line with company policies and regulatory requirements.
  • Maintain accurate records of sales activities, customer interactions, prospects, and performance.
  • Participate in sales meetings, training sessions, coaching programs, and other performance-development activities.

Workplace

from home

Employment Status

Contract

Job Location

Chittagong

Company Information

Shanta Life Insurance PLC

Bank/Non-Bank Fin. Institution

Address:

Shanta Western Tower, 186 Bir Uttam Mir Shawkat Sarak, Level 10, Dhaka 1208.

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