Relationship Manager-Axis

Bharti AXA Life Insurance; Bhiwadi; On-site; INR 450,000 - 650,000; Full time

Job summary

Bharti AXA Life Insurance in Rajasthan is seeking a Bancassurance Sales Executive to engage with existing clients, understand financial goals, and provide tailored life insurance solutions. You will also develop new opportunities by cross-selling to bank customers and coordinate with internal teams to resolve queries related to bancassurance.

You will be expected to meet monthly sales targets and maintain high customer satisfaction, while staying informed about regulatory changes and market

Qualifications

• Manage relationships with existing clients to identify financial goals.
• Develop new business opportunities through cross-selling life insurance products to bank customers.
• Collaborate with internal teams to resolve client queries and issues related to bancassurance sales.
• Meet or exceed monthly targets for sales performance, productivity, and customer satisfaction metrics.
• Stay updated on industry trends, regulatory changes, and competitor activity.

Responsibilities

• Maintain relationships with existing clients to identify financial goals and tailor insurance solutions.
• Cross-sell life insurance products to bank customers to generate new business.
• Collaborate with internal teams to resolve client queries related to bancassurance sales.
• Aim to meet or exceed monthly sales, productivity, and customer satisfaction targets.
• Keep abreast of regulatory changes and industry trends to maintain competitiveness.

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 resolve client queries and issues related to bancassurance sales.
• Meet or exceed monthly targets for sales performance, productivity, and customer satisfaction metrics.
• Stay updated on industry trends, regulatory changes, and competitor activity to maintain a competitive edge.