Relationship Manager - Axis Bank

Bharti AXA Life Insurance; Bhiwadi; On-site; INR 350,000 - 500,000; Full time

Job summary

Bharti AXA Life Insurance in India seeks a sales professional to manage relationships with existing clients, identify financial goals, and provide tailored insurance solutions.

The role focuses on cross-selling life insurance to bank customers, meeting monthly targets, collaborating with internal teams on bancassurance, and staying updated on industry trends and regulatory changes to maintain a competitive edge. Based in Rajasthan, Bhiwadi region.

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.

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.