Senior Relationship Manager

Bharti AXA Life Insurance; Bengaluru; On-site; INR 4,000,000 - 6,000,000; Full time

Job summary

Bharti AXA Life Insurance in Bengaluru seeks an Area Head Bancassurance to drive business growth through bank channel partners across branches. You will lead sales, manage relationships with bank staff, and ensure revenue and customer satisfaction targets are met.

You will mentor Relationship Managers, coordinate with regional teams, and design area-level strategies while ensuring regulatory compliance and high service standards across the territory.

Qualifications

• Graduate/MBA with 7–12 years of sales/distribution experience.
• Strong Bancassurance, banking, or insurance background preferred.
• Proven multi-branch/channel sales and stakeholder skills.

Responsibilities

• Drive insurance sales through partner bank branches in the assigned area.
• Build and maintain strong relationships with bank managers and staff.
• Lead, mentor, and coach Relationship Managers and support staff.
• Ensure regulatory and process compliance with timely policy issuance.
• Track market trends and design area-wide sales strategies.

Skills

Sales leadership

Relationship management

Team leadership

Strategic thinking

Education

Graduate/MBA

Job description

Role & Responsibilities

Position Title: Area Head Axis Bank

Department: Bancassurance / Partnership Distribution

Location: Bangalore

Reporting To: Zonal Head / Regional Head – Bancassurance

Role Overview

The Area Head – Bancassurance will be responsible for driving business growth through bancassurance channel partners across assigned branches/territories. The role requires strong relationship management with partner bank branches, sales leadership, and team management to achieve revenue, productivity, and customer satisfaction goals.

Key Responsibilities

• Business Development & Sales
  • Drive insurance sales through partner bank branches within the assigned area.
  • Achieve business targets (premium, revenue, product mix, persistency) as per company objectives.
  • Identify cross-sell and upsell opportunities to maximize wallet share.
• Relationship Management
  • Build and nurture strong relationships with bank branch managers, cluster heads, and staff.
  • Ensure alignment between bank stakeholders and company objectives.
  • Conduct regular joint business reviews with bank leadership.
• Team Leadership
  • Lead, mentor, and motivate a team of Relationship Managers/Partner Support staff.
  • Provide training, coaching, and performance feedback to improve productivity.
  • Ensure effective deployment of manpower across branches.
• Operational Excellence
  • Monitor and ensure compliance with regulatory guidelines and internal processes.
  • Ensure accurate documentation, policy issuance, and timely service delivery.
  • Drive initiatives to improve customer satisfaction and claims experience.
• Market Intelligence & Strategy
  • Track competitor activities and market trends to identify business opportunities.
  • Work closely with zonal/regional teams to design and implement area-level strategies.

Key Performance Indicators (KPIs)

• Achievement of monthly/quarterly sales & revenue targets.
• Productivity per branch and per Relationship Manager.
• Quality metrics – Persistency, claims ratio, compliance adherence.
• Partner satisfaction score.
• Employee engagement and retention in the assigned area.

Qualifications & Experience

• Graduate/MBA with 7–12 years of experience in sales/distribution, preferably inBancassurance, Banking, or Insurance.
• Proven track record of managing multi-branch/channel sales.
• Strong stakeholder management and relationship-building skills.
• Excellent leadership, communication, and analytical abilities.

Skills & Competencies

• Business acumen with ability to drive sales growth.
• People management and coaching skills.
• Strong interpersonal and negotiation skills.
• Customer-centric mindset with problem-solving ability.
• High result orientation and resilience under pressure.

Preferred candidate profile