Relationship Officer (Vizag)

Bharti AXA Life Insurance; Visakhapatnam; On-site; INR 300,000 - 420,000; Full time

Job summary

Bharti AXA Life Insurance in Visakhapatnam seeks a field sales executive to drive life insurance product sales, meet customers, and participate in regular performance reviews with the Area Manager.

The role emphasizes need-based selling, timely follow-up on leads, adherence to compliance, and proactive customer relationship building through ongoing product training and events.

Qualifications

Responsibilities

• Achieve sales target on life insurance products.
• Participate in weekly / monthly meeting on performance review with the Area Manager.
• Adopt a need based selling approach for product positioning with customer.
• Ensure quality follow up on leads from Telca base to ensure timely closure.
• Adhere to compliance & procedural obligations as per company laid out norms.
• Take active interest in self development needs and participate in technical, product and skills training.
• Owns the problem / process with the customer. Closes the loop.
• Meet customers to resolve issues where necessary
• Handle complaints in a timely and professional manner
• Host events for customers to develop new and long-term relationship
• Attend training and keep abreast of product and service developments

Job description

• Achieve sales target on life insurance products.
• Participate in weekly / monthly meeting on performance review with the Area Manager.
• Adopt a need based selling approach for product positioning with customer.
• Ensure quality follow up on leads from Telca base to ensure timely closure.
• Adhere to compliance & procedural obligations as per company laid out norms.
• Take active interest in self development needs and participate in technical, product and skills training.
• Owns the problem / process with the customer. Closes the loop.
• Meet customers to resolve issues where necessary
• Handle complaints in a timely and professional manner
• Host events for customers to develop new and long-term relationship
• Attend training and keep abreast of product and service developments