Relationship Manager-AU

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

Job summary

Bharti AXA Life Insurance in Delhi is looking to strengthen its bancassurance sales team. The role involves managing client relationships, understanding financial goals, and offering tailored life insurance solutions through collaboration with bank partners.

Responsibilities include cross-selling, meeting monthly sales targets, and delivering high-quality customer service by addressing client queries promptly. This position is suited for a sales-driven professional in a bancassurance environment.

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 processes.
• Meet or exceed monthly targets for sales performance metrics such as policy issuance, premium collection, 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 processes.
  
• Meet or exceed monthly targets for sales performance metrics such as policy issuance, premium collection, etc.
  
• Provide exceptional customer service by resolving client queries and concerns in a timely manner.