Hybrid Manager - DD Prime Channel

Bharti AXA Life Insurance Company; Kolkata District; On-site; INR 720,000 - 880,000; Full time

Job summary

Bharti AXA Life Insurance is seeking a Relationship Manager Direct Channel (DD) in Kolkata. The role focuses on acquiring customers directly, generating high-quality leads, and promoting life insurance products to achieve sales targets.

The position requires a minimum of 2 years of experience in the insurance sector, with a strong emphasis on customer relationships and compliance with IRDAI regulations. Up to 8 LPA CTC is offered in a full-time capacity.

Qualifications

• Minimum 2 years of experience in Insurance Sector.

Responsibilities

• Generate new business through direct sales activities, customer references, walk-ins, corporate leads, and digital lead sources.
• Prospect and identify potential customers for life insurance and investment solutions.
• Meet customers to understand financial goals and recommend suitable protection and savings plans.
• Achieve individual sales targets related to premium collection, policy issuance, and revenue generation.
• Develop and maintain strong customer relationships to maximize repeat business and referrals.
• Handle customer objections professionally and provide suitable insurance solutions.
• Ensure timely follow-up of generated leads until successful policy issuance.
• Coordinate with underwriting, operations, and customer service teams for smooth policy processing.
• Participate in lead generation campaigns, corporate events, financial awareness programs, and promotional activities.
• Maintain policy persistency by conducting regular customer engagement and renewal follow-ups.

Skills

Insurance domain experience

Job description

Company: Bharti AXA Life Insurance

Designation: Relationship Manager Direct Channel (DD)

CTC: Up to 8 LPA

JOB SUMMARY:

The Relationship Manager Direct Channel is responsible for acquiring new customers directly, generating quality leads, promoting life insurance products, and achieving assigned business targets. The role requires building long-term customer relationships, understanding financial protection needs, providing suitable insurance solutions, and ensuring excellent customer experience throughout the sales cycle.

KEY RESPONSIBILITIES:

• Generate new business through direct sales activities, customer references, walk-ins, corporate leads, and digital lead sources.
• Prospect and identify potential customers for life insurance and investment solutions.
• Meet customers to understand their financial goals and recommend suitable protection and savings plans.
• Achieve individual sales targets related to premium collection, policy issuance, and revenue generation.
• Develop and maintain strong customer relationships to maximize repeat business and referrals.
• Handle customer objections professionally and provide suitable insurance solutions.
• Ensure timely follow-up of generated leads until successful policy issuance.
• Coordinate with underwriting, operations, and customer service teams for smooth policy processing.
• Participate in lead generation campaigns, corporate events, financial awareness programs, and promotional activities.
• Maintain policy persistency by conducting regular customer engagement and renewal follow-ups.
• Stay updated with insurance products, market trends, competitor offerings, and regulatory guidelines.
• Follow all IRDAI regulations, compliance standards, and company sales processes.
• Minimum 2 years of experience in Insurance Sector.

Contact person: Priya Das

[e-mail]

6289055051