Relationship Manager - DD Channel

Bharti AXA Life Insurance Company; Chennai District; On-site; INR 550,000 - 750,000; Full time

Job summary

Bharti AXA Life Insurance is seeking a Relationship Manager Direct Channel (DD) to acquire new customers, generate quality leads, and promote life insurance solutions. The role focuses on building enduring client relationships, understanding protection needs, and delivering excellent service across the sales cycle.

The candidate will actively generate leads, meet clients, and achieve sales targets while coordinating with underwriting and operations to ensure smooth policy issuance and renewals.

Qualifications

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

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)

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.
  

Contact person: Mohd Abed / Vijay

9840029129 / 8655967569