Relationship Manager

Axis Max Life Insurance; New Delhi; On-site; INR 350,000 - 550,000; Full time

Job summary

Axis Max Life Insurance in Delhi seeks a candidate for Bancassurance roles, focusing on building daily relationships with partner banks and driving life insurance solutions to walk-in customers.

You will identify cross-sell opportunities, conduct financial needs analyses, and ensure high persistency by post-sale support and compliant practices. Freshers with strong communication are welcome.

Qualifications

• Graduate or Post-Graduate in any discipline from a recognized university.
• 0 to 3 years of experience in sales, business development, or customer relationship management within BFSI; freshers with strong communication and sales acumen welcome.

Responsibilities

• Relationship & Stakeholder Management: Build and nurture strong, daily working relationships with partner bank staff and managers to drive business through Bancassurance.
• Sales & Cross-Selling: Act as the primary insurance expert for bank walk-in customers, pitching life insurance, savings, retirement, and protection solutions.
• Lead Generation & Conversion: Analyze partner bank's customer database to identify cross-sell opportunities, conducting financial needs analyses to close sales.
• Target Achievement: Consistently achieve and exceed monthly, quarterly, and annual sales targets and business metrics.
• Customer Service & Retention: Provide post-sale support, handle policyholder queries and service requests, and ensure high persistency rates.
• Compliance & Ethics: Adhere to regulatory guidelines (IRDAI) and internal compliance frameworks with transparency in all sales practices.

Skills

Interpersonal skills

Communication

Networking

Negotiation

Sales skills

Resilience

Language skills

Education

Graduate or Post-Graduate

Job description

Role & responsibilities:

• Relationship & Stakeholder Management: Build and nurture strong, daily working relationships with partner bank branch staff and managers to drive business through the Bancassurance channel.
• Sales & Cross-Selling: Act as the primary insurance expert for bank walk-in customers, pitching customized life insurance, savings, retirement, and protection solutions.
• Lead Generation & Conversion: Analyze the partner bank's customer database to identify cross-sell opportunities, conducting financial needs analyses (FNA) to close sales.
• Target Achievement: Consistently achieve and exceed monthly, quarterly, and annual sales targets and business metrics (such as Weighted Received Premium).
• Customer Service & Retention: Provide post-sale support, handle policyholder queries and service requests, and ensure high persistency rates by minimizing lapses and surrenders.
• Compliance & Ethics: Adhere strictly to regulatory guidelines (IRDAI) and internal compliance frameworks while maintaining complete transparency in all sales practices.

Preferred candidate profile:

• Education: Graduate or Post-Graduate in any discipline from a recognized university.
• Experience: 0 to 3 years of experience in sales, business development, or customer relationship management within BFSI (Banking, Financial Services, and Insurance); freshers with strong communication and sales acumen are also welcome.

Skills & Competencies:

• Exceptional interpersonal, communication, and networking abilities.
• Strong negotiation and persuasive selling skills.
• High drive for performance, resilience, and target-orientation.
• Proficiency in local/regional languages alongside English.