- Sales Target Achievement: Drive the Annualized Premium Equivalent and pre-set business targets for designated branches.
- Staff Training & Enablement: Conduct joint sales calls, provide product knowledge to bank Relationship Managers (RMs), and train staff on financial needs analysis.
- Branch Collaboration: Work directly with the Branch Manager and bank RMs to implement business plans and integrate life insurance products into bank databases.
- Lead Generation: Identify target customer segments in the branch vicinity and drive cross-sell penetration.
- Compliance & Operations: Ensure all sales adhere to strict regulatory guidelines and resolve pending issues to ensure timely policy issuance.
Qualifications & Skills
- Experience: 25+ years of relevant experience in life insurance sales, bancassurance, or team management.
- Education: Graduate degree
- Skills: Solid communication skills, proven ability to influence bank staff, and deep knowledge of Life, ULIP, and Pension products.
📌 Relationship Manager (Ahmedabad)
🏢 Bharti AXA Life Insurance
📍 Ahmedabad
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