Walk-in | Bancassurance Manager

Bajaj Life Insurance Limited; Gurugram District; On-site; INR 180,000 - 420,000; Full time

Job summary

Bajaj Life Insurance Limited is expanding its branch-network-driven life insurance sales in the Gurugram area. The role focuses on building strong ties with Axis Bank branches, identifying prospective customers, and explaining suitable life insurance plans to drive conversions.

You will train bank staff on product features, assist with lead generation, and ensure timely, compliant documentation while aiming to meet or exceed monthly and annual targets. Post-sales service is part of the role.

Qualifications

• Excellent communication and relationship-building skills.
• Proven sales and negotiation abilities.
• Knowledge of life insurance products and IRDAI guidelines.
• Customer-centric approach with strong service mindset.
• Comfortable working in a target-driven environment.

Responsibilities

• Generate life insurance business through the Axis Bank branch network.
• Build and maintain relationships with bank branch managers and staff.
• Identify and approach customers visiting the branch for insurance opportunities.
• Conduct customer meetings and explain suitable life insurance products.
• Achieve monthly and annual sales targets.
• Train bank employees on insurance products and sales techniques.
• Support bank staff in lead generation and customer conversion.
• Ensure completion of all documentation and compliance requirements.
• Provide post-sales service and assist customers with policy queries.
• Participate in branch activities, events, and sales campaigns.
• Track sales performance and submit regular reports to management.

Skills

Strong communication & relationship mg

Sales & negotiation

IRDAI guidelines knowledge

Customer-centric approach

Target-driven mindset

Job description

Key Responsibilities

• Generate life insurance business through the Axis Bank branch network.
• Build and maintain strong relationships with bank branch managers and banking staff.
• Identify and approach customers visiting the branch for insurance opportunities.
• Conduct customer meetings and explain suitable life insurance products.
• Achieve monthly and annual sales targets assigned by the company.
• Train and educate bank employees on insurance products, features, and sales techniques.
• Support bank staff in lead generation and customer conversion.
• Ensure completion of all documentation and compliance requirements.
• Provide post-sales service and assist customers with policy-related queries.
• Participate in branch activities, customer events, and sales campaigns.
• Track sales performance and submit regular reports to management.

Required Skills

• Strong communication and relationship management skills.
• Sales and negotiation ability.
• Knowledge of life insurance products and IRDAI guidelines.
• Customer-centric approach.
• Ability to work in a target-driven environment.

Typical KPIs

• Premium collection (APE/FYP).
• Number of policies issued.
• Lead conversion ratio.
• Branch activation and engagement.