Walk-in | Relationship Manager - Axis - Credit Life

Bajaj Life Insurance Limited; Dadri, Pune District, New Delhi; On-site; INR 350,000 - 500,000; Full time

Job summary

Bajaj Life Insurance Limited seeks a proactive Sales Executive to drive Credit Life insurance sales through Axis Bank branches across the district. You will engage with branch teams, identify opportunities, and ensure smooth policy issuance.

You will travel within the territory, conduct need-based discussions, and strive to meet monthly targets while maintaining high service standards in a dynamic environment.

Qualifications

• Graduate in any discipline.
• Willingness to travel within the territory/branch network.
• Strong sales orientation and ability to meet targets.

Responsibilities

• Drive Credit Life insurance sales through Axis Bank branches.
• Build relationships with Branch Managers, Relationship Managers and other bank stakeholders.
• Generate leads from loan customers and convert to insurance sales.
• Conduct customer meetings and need-based insurance discussions.
• Ensure achievement of monthly sales, productivity, and revenue targets.
• Drive awareness and engagement among bank employees through branch visits and training sessions.
• Maintain healthy business persistency and customer service standards.
• Ensure timely documentation, proposal submission, and policy issuance.
• Adhere to all compliance, operational, and regulatory guidelines.
• Track daily sales activities and report to managers.

Skills

Sales & target orientation

Relationship management

Communication skills

Customer-centric mindset

Problem-solving

Negotiation skills

Education

Graduation

Job description

Role Purpose

The incumbent will be responsible for driving Credit Life insurance business through designated Axis Bank branches by engaging with branch teams, identifying customer opportunities, and ensuring seamless policy issuance. The role requires strong relationship management, customer interaction, and sales execution capabilities.

Key Responsibilities

• Drive Credit Life insurance business through assigned Axis Bank branches.
• Build strong working relationships with Branch Managers, Relationship Managers, and other bank stakeholders.
• Generate leads from loan and lending customer bases and convert them into insurance sales.
• Conduct customer meetings and need-based insurance discussions.
• Ensure achievement of monthly sales, productivity, and revenue targets.
• Drive awareness and engagement among bank employees through regular branch visits and training sessions.
• Maintain healthy business persistency and customer service standards.
• Ensure timely documentation, proposal submission, and policy issuance.
• Adhere to all compliance, operational, and regulatory guidelines.
• Track daily sales activities and provide timely updates to reporting managers.

Eligibility Criteria

• Graduate in any discipline.
• Willingness to travel within the assigned territory/branch network.

Desired Skills

• Sales and target orientation.
• Relationship management and stakeholder handling.
• Effective communication and presentation skills.
• Customer-centric mindset.
• Problem-solving and negotiation skills.
• Ability to work in a fast-paced, performance-driven environment.