Bancassurance Manager - Bhilwara

Bharti AXA Life Insurance; Bhilwara; On-site; INR 260,000 - 350,000; Full time

Job summary

Bharti AXA Life Insurance is seeking a field sales professional in Bhilwara. You will lead generation at account openings and service calls, while building strong relationships with cluster heads and staff to promote protection and annuity products.

The role involves engaging with HNI clients, closing sales, and driving awareness among bank customers. Travel to sites for stalls, presentations, and staff trainings is expected.

Qualifications

• Graduate or postgraduate in any discipline.
• Work experience of 1–2 years in life insurance preferred.
• Strong written and spoken English and regional language.
• Age 25–30 years.
• Preferably own conveyance.

Responsibilities

• Lead generation at account opening or service call.
• Establish and strengthen relationships with cluster head and staff for protection and annuity mindshare.
• Engage in work site activities (stalls, presentations).
• Connect with high-net-worth clients for one-on-one selling.
• Close sales and follow up on issuances.

Skills

Lead generation

Relationship building

HNI selling

Sales closing

Bank staff training

Education

Graduate/ Post Graduate

Job description

Role & responsibilities

• Lead generation at the time of account opening/service call being made to the customer
• Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity
• Involvement in work site activities (putting up stalls and making presentations in corporate.
• Working, engaging and connecting with HNI clients for one on one selling
• Closing sale and following up on issuance.
• Increasing banks customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection
• Drive effectively the Reward and recognition programs launched for the bank staff.
• Train the bank staff regularly on Annuity and Protection plan
• Business Leakage including cancellations

Preferred candidate profile

• Graduate/ Post Graduate in any discipline
• Work Experience: Prefer 1-2 years of work experience from Life Insurance field.
• Good communication skills English & regional language (mandatory)
• Age group: 25-30 years
• Preferably has own conveyance