Job Description (JD)Relationship Manager (Banca Channel) | Life Insurance
Designation: Relationship Manager (RM) Banca Channel
Department: Bancassurance / Sales
Industry: Life Insurance
Key Responsibilities
Drive life insurance sales through assigned bank branches.
Build and maintain strong relationships with Branch Managers and bank sta
Generate leads from bank customers and convert them into life insurance business.
Conduct customer meetings and financial need analysis.
Cross-sell life insurance products to existing bank customers.
Achieve monthly, quarterly, and annual sales targets.
Conduct product training and sales support sessions for bank employees.
Ensure proper documentation, policy issuance, and compliance.
Follow up for policy renewals and customer servicing.
Participate in branch activities, lead generation campaigns, and customer engagement
programs.
Nenex +1
Eligibility
Graduate in any discipline.




5 years of experience in Bancassurance, Life Insurance, Banking, or BFSI Sales.
Valuable communication and relationship management skills.
Target-oriented and customer-focused approach.
Knowledge of life insurance products and sales processes.
Key Skills
Bancassurance Sales
Relationship Management
Life Insurance Sales

Cross-Selling
Lead Generation
Customer Acquisition
Team Collaboration
Negotiation Skills
Customer Service
Sales Target Achievement
Keywords for Resume
Banca Channel | Bancassurance | Relationship Manager | Life Insurance | Cross Sell |
Lead Generation | Branch Banking | Partner Management | Sales Target | Customer
Acquisition | Financial Need Analysis | Insurance Sales | Renewal Business | Bank
Partner Relationship | Customer Service

📌 Bharti Axa - Bancassurance - Gurgaon (Haryana)
🏢 Bharti AXA Life Insurance
📍 Haryana