Bancassurance Officer

Bharti AXA Life Insurance; Kota; On-site; INR 350,000 - 550,000; Full time

Job summary

Bharti AXA Life Insurance is seeking a field sales professional in India to drive lead generation at the time of account opening and service calls, and to build strong relationships with banking partners for protection and annuity solutions. The role involves engaging with HNI clients, conducting on-site activities, training bank staff on products, and ensuring smooth issuance while reducing leakage.

Candidates should be graduates with LI experience, strong English and regional language skills,

Qualifications

• Graduate/ Post Graduate in any discipline.
• 2–4 years of work experience in Life Insurance field; if 1 year in LI, balance 2–3 years can be from BFSI vertical.
• Good communication skills in English and regional language.

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

Skills

Communication skills

English proficiency

Regional language

Education

Graduate/ 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