Relationship Manager-AU

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

Job summary

Bharti AXA Life Insurance is seeking a bancassurance sales professional to manage client relationships, identify financial goals, and provide tailored life insurance solutions. The role focuses on cross-selling to bank customers and coordinating with internal teams to integrate bancassurance initiatives.

The candidate will monitor market trends, stay ahead of competitors, and work towards meeting or exceeding monthly sales targets in a dynamic financial services environment in India.

Qualifications

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.
• Analyze market trends and competitor activity to stay ahead in the competitive bancassurance landscape.
• Meet or exceed monthly targets for sales performance.

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.
• Analyze market trends and competitor activity to stay ahead in the competitive bancassurance landscape.
• Meet or exceed monthly targets for sales performance.