Relationship Manager

Bharti AXA Life Insurance; Firozpur, Amritsar, Kapurthala; On-site; INR 350,000 - 550,000; Full time

Job summary

Bharti AXA Life Insurance in India is seeking a field-based sales professional to manage relationships with existing clients and identify their financial goals through tailored life insurance solutions. You will collaborate with bank partners to cross-sell products, drive growth, and meet monthly targets while delivering high-quality service and resolving client queries promptly.

Experience in bancassurance, a proactive sales mindset, and strong communication skills are essential for success in

Responsibilities

• Manage relationships with existing clients to identify their financial goals and provide tailored insurance solutions.
• Develop new business opportunities through cross-selling life insurance products to bank customers.
• Collaborate with internal teams to ensure seamless integration of bancassurance sales efforts.
• Meet or exceed monthly targets for sales performance metrics such as number of policies sold, premium collected, etc.
• Provide exceptional customer service by resolving client queries and concerns in a timely manner.

Job description

Roles and Responsibilities

• Manage relationships with existing clients to identify their financial goals and provide tailored insurance solutions.
  
• Develop new business opportunities through cross-selling life insurance products to bank customers.
  
• Collaborate with internal teams to ensure seamless integration of bancassurance sales efforts.
  
• Meet or exceed monthly targets for sales performance metrics such as number of policies sold, premium collected, etc.
  
• Provide exceptional customer service by resolving client queries and concerns in a timely manner.