Bancassurance Officer

Bharti AXA Life Insurance; India; On-site; INR 450,000 - 650,000; Full time

Job summary

Bharti AXA Life Insurance is seeking a field-based sales professional to drive lead generation at account openings and service calls. You will establish strong relationships with cluster heads, engage with bank staff, and conduct onsite activities to promote protection and annuity solutions.

The role requires 2–4 years in Life Insurance or BFSI, strong English and regional language communication, and willingness to travel with own conveyance. Age 25–30 preferred.

Qualifications

• Graduate or Postgraduate in any discipline.
• 2-4 years of work experience in Life Insurance or related BFSI.
• Good communication skills in English and regional language (mandatory).

Responsibilities

• Lead generation at the time of account opening/service call to the customer.
• Establishing & strengthening relationship with Cluster head & staff to gain mindshare 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.

Skills

English communication

Regional language ability

Own conveyance

Education

Graduate or Postgraduate

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 2-4 years of work experience from Life Insurance field. If 1 year in LI field, then balance 2-3 years can be from BFSI vertical.
• Good communication skills English & regional language (mandatory)
• Age group: 25-30 years
• Preferably has own conveyance