Relationship Manager -AU Bank

Bharti AXA Life Insurance; Chandigarh; On-site; INR 450,000 - 700,000; Full time

Job summary

Bharti AXA Life Insurance in Chandigarh, India, is seeking a results-driven sales professional to manage relationships with existing clients, identify financial needs, and provide tailored life insurance solutions through bank channels.

You will develop new business through cross-selling, collaborate with internal teams to resolve queries, and strive to meet monthly sales targets while delivering exceptional customer service to build lasting client trust.

Qualifications

• Must have relevant sales experience.
• Experience in life insurance sales or bancassurance is preferred.

Responsibilities

• Identify financial needs of existing clients and tailor solutions.
• Cross-sell banking products and services to generate new opportunities.
• Collaborate with internal teams to resolve client queries and issues in a timely manner.
• Meet monthly sales targets by selling life insurance policies to bank customers.
• Provide exceptional customer service to build strong relationships with clients.

Skills

Relationship building

Cross-selling

Sales targets

Financial advisory

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 queries and issues in a timely manner.
• Meet or exceed monthly sales targets by selling life insurance policies to customers of the bank.
• Provide exceptional customer service to build strong relationships with clients.