Walk-in | Relationship Manager

Bharti AXA Life Insurance; Hyderabad, Chennai, Bengaluru; On-site; INR 350,000 - 700,000; Full time

Job summary

Bharti AXA Life Insurance in Hyderabad seeks a results-driven sales professional to build strong relationships with bank staff, drive insurance sales, and promote life insurance solutions. You will manage bank-sourced leads, convert them into quality business, and ensure timely issuance while maintaining compliance and customer satisfaction.

The role involves training bank staff on life insurance concepts, increasing brand penetration, and achieving sales targets through effective cross-selling

Responsibilities

• Build and maintain strong relationships with bank staff (branch sellers, tellers) and key decision makers.
• Drive sales growth by managing leads from bank branches, converting them into quality business and meeting sales targets.
• Work with HNI clients for one-on-one selling and closing of sales, with follow-up on issuance.
• Promote the brand and capture higher share of wallet in the partner bank's insurance business.
• Train bank staff on life insurance concepts and new products to enable effective selling.
• Increase bank customer awareness about Life Insurance solutions and achieve targeted penetration.
• Monitor sales performance, activation rates and customer persistency to meet business goals.
• Drive reward and recognition programs for bank staff and ensure timely customer connections.
• Coordinate with operations and other departments to maintain compliance and customer satisfaction, submitting DSRs via the company tool.
• Maintain up-to-date knowledge of all insurance products and regulatory changes and stay informed about industry trends.

Job description

Role & responsibilities

• Build and Maintain strong relationships with Bank staff (Branch seller, Tellers) and key decision makers.
• Drive sales growth by managing leads generated from banks branches, converting them into quality business and meeting sales targets.
• Working, engaging and connecting with HNI clients for one-on-one selling.
• Closing sale and following up on issuance.
• Promoting the brand and capturing higher share of wallet in the Insurance business of Partner bank.
• Train Bank staff on life insurance concepts and new products introductions to enable them to effectively sell to customer.
• Increasing bank’s customer awareness about Life Insurance solutions and achieve the

targeted penetration.

• Monitor Sales performance, SP activation rates and customer persistency to ensure business goals are met.
• Drive effectively the Reward and recognition programs launched for the bank staff.
• Follow established processes, ensure timely customer connect and coordinate with operations and other department to maintain compliance and customer satisfaction.
• Ensure submitting DSR through company’s sales report management tool.
• Maintain up to date knowledge of all insurance products and company regulations.
• Stay informed about industry trends, competitors’ offerings and regulatory updates

Preferred candidate profile