Relationship Manager - AU Bank

Bharti AXA Life Insurance; Patiala District; On-site; INR 300,000 - 540,000; Full time

Job summary

Bharti AXA Life Insurance in India is seeking ambitious sales professionals to identify client financial needs and tailor insurance solutions. The role focuses on growing the client base, cross-selling products to bank customers, and coordinating with internal teams to ensure smooth service delivery.

Ideal candidates will stay informed about industry trends, regulatory changes, and competitors to maintain a competitive edge and meet monthly sales and customer-satisfaction targets.

Qualifications

• Identify client needs and tailor insurance solutions.
• Cross-sell insurance products to bank customers.
• Coordinate with internal teams to deliver services and resolve issues.
• Meet monthly sales targets and customer-satisfaction metrics.
• Stay updated on industry trends, regulations, and competitors.

Responsibilities

• Manage relationships with existing clients to identify their financial needs and provide tailored solutions.
• Develop new business opportunities through cross‑selling of insurance products to bank customers.
• Collaborate with internal teams to ensure seamless delivery of services and resolve client issues promptly.
• Meet or exceed monthly targets for sales performance, productivity, and customer satisfaction metrics.
• Stay up‑to‑date with industry trends, regulatory changes, and competitor activity to maintain a competitive edge.

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 insurance products to bank customers.
• Collaborate with internal teams to ensure seamless delivery of services and resolve client issues promptly.
• Meet or exceed monthly targets for sales performance, productivity, and customer satisfaction metrics.
• Stay up‑to‑date with industry trends, regulatory changes, and competitor activity to maintain a competitive edge.