Senior Relationship Manager-AU

Bharti AXA Life Insurance; Jhansi; On-site; INR 300,000 - 600,000; Full time

Job summary

Bharti AXA Life Insurance is seeking a results-driven Bancassurance Sales Executive in Uttar Pradesh to expand our client base and tailor insurance solutions to individual financial goals.

You will collaborate with bank partners to cross-sell life insurance products, manage client queries, and strive to exceed monthly sales targets while maintaining high customer satisfaction and compliance with regulatory standards.

Responsibilities

• Manage relationships with existing clients to identify their financial goals and provide tailored insurance solutions.
• Develop new business opportunities through cross-selling life insurance products to bank customers.
• Collaborate with internal teams to resolve client queries and issues related to bancassurance sales.
• Meet or exceed monthly targets for sales performance, productivity, and customer satisfaction metrics.
• Stay updated on industry trends, regulatory changes, and competitor activity to maintain a competitive edge.

Job description

Roles and Responsibilities

• Manage relationships with existing clients to identify their financial goals and provide tailored insurance solutions.
  
• Develop new business opportunities through cross-selling life insurance products to bank customers.
  
• Collaborate with internal teams to resolve client queries and issues related to bancassurance sales.
  
• Meet or exceed monthly targets for sales performance, productivity, and customer satisfaction metrics.
  
• Stay updated on industry trends, regulatory changes, and competitor activity to maintain a competitive edge.