Relationship Manager - DD Channel

Bharti AXA Life Insurance Company; Bengaluru; On-site; INR 405,000 - 495,000; Full time

Job summary

Bharti AXA Life Insurance invites an experienced Relationship Manager Direct Channel to drive direct sales, build lasting customer relationships, and promote life insurance products in Bangalore. The role focuses on acquiring new customers, generating high-quality leads, and achieving defined business targets within a compliant sales process.

Responsibilities include meeting clients to assess financial goals, recommending suitable protection and savings plans, following up on leads through to

Qualifications

• Minimum 2 years of experience in Insurance Sector.

Responsibilities

• Generate new business through direct sales activities, customer references, walk-ins, corporate leads, and digital lead sources.
• Prospect and identify potential customers for life insurance and investment solutions.
• Meet customers to understand their financial goals and recommend suitable protection and savings plans.
• Achieve individual sales targets related to premium collection, policy issuance, and revenue generation.
• Develop and maintain strong customer relationships to maximize repeat business and referrals.
• Handle customer objections professionally and provide suitable insurance solutions.
• Ensure timely follow-up of generated leads until successful policy issuance.
• Coordinate with underwriting, operations, and customer service teams for smooth policy processing.
• Participate in lead generation campaigns, corporate events, financial awareness programs, and promotional activities.
• Maintain policy persistency by conducting regular customer engagement and renewal follow-ups.
• Stay updated with insurance products, market trends, competitor offerings, and regulatory guidelines.
• Follow all IRDAI regulations, compliance standards, and company sales processes.

Job description

Company: Bharti AXA Life Insurance

Designation: Relationship Manager Direct Channel (DD - prime)

CTC: Up to 4.5 LPA

Location: Bangalore

JOB SUMMARY

The Relationship Manager Direct Channel is responsible for acquiring new customers directly, generating quality leads, promoting life insurance products, and achieving assigned business targets. The role requires building long-term customer relationships, understanding financial protection needs, providing suitable insurance solutions, and ensuring excellent customer experience throughout the sales cycle.

KEY RESPONSIBILITIES

• Generate new business through direct sales activities, customer references, walk-ins, corporate leads, and digital lead sources.
• Prospect and identify potential customers for life insurance and investment solutions.
• Meet customers to understand their financial goals and recommend suitable protection and savings plans.
• Achieve individual sales targets related to premium collection, policy issuance, and revenue generation.
• Develop and maintain strong customer relationships to maximize repeat business and referrals.
• Handle customer objections professionally and provide suitable insurance solutions.
• Ensure timely follow-up of generated leads until successful policy issuance.
• Coordinate with underwriting, operations, and customer service teams for smooth policy processing.
• Participate in lead generation campaigns, corporate events, financial awareness programs, and promotional activities.
• Maintain policy persistency by conducting regular customer engagement and renewal follow-ups.
• Stay updated with insurance products, market trends, competitor offerings, and regulatory guidelines.
• Follow all IRDAI regulations, compliance standards, and company sales processes.
• Minimum 2 years of experience in Insurance Sector.