Relationship Manager - AU Bank

Bharti AXA Life Insurance; Bhiwani district, Kurukshetra, Kapurthala; On-site; INR 240,000 - 360,000; Full time

Job summary

Bharti AXA Life Insurance is seeking a client-facing sales professional to manage existing clients, assess financial needs, and tailor life insurance solutions while consistently meeting monthly targets.

The role emphasizes cross-selling opportunities and collaboration with internal teams to resolve client issues and enhance overall customer satisfaction and retention.

Qualifications

• Experience managing client relationships and identifying financial needs.
• Ability to cross-sell banking products and services.
• Strong focus on customer satisfaction and timely issue resolution.
• Proven track record of meeting monthly sales targets for insurance products.

Responsibilities

• Manage relationships with existing clients to identify their financial needs and provide tailored solutions.
• Develop new business opportunities through cross-selling of banking products and services.
• Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.
• Meet or exceed monthly sales targets by selling life insurance policies to customers.
• Provide exceptional service to clients, ensuring timely resolution of queries and concerns.

Skills

Client relationship management

Cross-selling

Customer service

Sales targets achievement

Job description

Roles and Responsibilities

• Manage relationships with existing clients to identify their financial needs and provide tailored solutions.
  
• Develop new business opportunities through cross-selling of banking products and services.
  
• Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.
  
• Meet or exceed monthly sales targets by selling life insurance policies to customers.
  
• Provide exceptional service to clients, ensuring timely resolution of queries and concerns.