Relationship Manager

Bajaj Life Insurance Limited; Sonipat; On-site; INR 300,000 - 540,000; Full time

Job summary

Bajaj Life Insurance Limited in Haryana, Sonipat, is seeking a field sales executive to partner with Axis Bank branches to drive insurance business. You will generate insurance business through branch staff, identify opportunities via customer interactions, and meet monthly and annual targets.

You will conduct customer meetings, offer protection solutions, ensure high service standards, raise awareness among bank employees, and maintain regulatory compliance.

Responsibilities

• Manage and strengthen relationships with existing bank branch staff and customers to drive business growth and customer retention.
• Generate insurance business through the assigned Axis Bank branches.
• Identify sales opportunities through customer interactions, leads, and cross‑selling initiatives.
• Achieve monthly and annual sales targets as assigned.
• Conduct customer meetings and provide financial protection solutions based on customer needs.
• Ensure high levels of customer service and support throughout the sales process.
• Build awareness and engagement among bank employees regarding insurance products and sales opportunities.
• Maintain compliance with regulatory and company guidelines.

Job description

• Manage and strengthen relationships with existing bank branch staff and customers to drive business growth and customer retention.
• Generate insurance business through the assigned Axis Bank branches.
• Identify sales opportunities through customer interactions, leads, and cross‑selling initiatives.
• Achieve monthly and annual sales targets as assigned.
• Conduct customer meetings and provide financial protection solutions based on customer needs.
• Ensure high levels of customer service and support throughout the sales process.
• Build awareness and engagement among bank employees regarding insurance products and sales opportunities.
• Maintain compliance with regulatory and company guidelines.