Senior Relationship Manager

Bharti AXA Life Insurance Company; Palwal, Ajmer, Bhiwadi; On-site; INR 180,000 - 320,000; Full time

Job summary

Bharti AXA Life Insurance Company is seeking a bancassurance sales professional to cross-sell life insurance products to banking customers. You will identify customer needs and tailor financial planning solutions while aiming to meet monthly targets.

Stay informed about new products, policies, and regulatory changes to provide compliant, up-to-date guidance. The role emphasizes strong communication, building rapport with customers at all levels, and the ability to work independently to achieve

Qualifications

• 1-3 years of experience in Banca Sales or related field (preferably).
• Strong understanding of bancassurance sales principles and practices.
• Excellent communication skills with ability to build rapport with customers at all levels.
• Ability to work independently with minimal supervision while meeting deadlines.

Responsibilities

• Sell life insurance products to bank customers through cross-selling techniques.
• Identify customer needs and provide tailored solutions for their financial planning requirements.
• Meet or exceed monthly targets set by the organization.
• Stay updated on new product launches, policies, and regulatory changes in the industry.

Skills

Bancassurance sales

Communication skills

Customer rapport

Independent work

Job description

Roles and Responsibilities

• Sell life insurance products to bank customers through cross-selling techniques.
  
• Identify customer needs and provide tailored solutions for their financial planning requirements.
  
• Meet or exceed monthly targets set by the organization.
  
• Stay updated on new product launches, policies, and regulatory changes in the industry.
  

Desired Candidate Profile

• 1-3 years of experience in Banca Sales or related field (preferably).
  
• Strong understanding of bancassurance sales principles and practices.
  
• Excellent communication skills with ability to build rapport with customers at all levels.
  
• Ability to work independently with minimal supervision while meeting deadlines.