Senior Relationship Manager-AU

Bharti AXA Life Insurance; Prayagraj; On-site; INR 400,000 - 700,000; Full time

Job summary

Bharti AXA Life Insurance is looking for a Bancassurance Sales professional to manage relationships with existing clients, identifying financial goals and offering tailored insurance solutions through bank channels.

You will develop new business opportunities via cross-selling, collaborate with internal teams to resolve queries, and strive to meet monthly sales targets while staying informed about industry trends and regulatory changes.

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.