- Achieve sales target on life insurance products.
- Participate in weekly / monthly meeting on performance review with the Area Manager.
- Adopt a need based selling approach for product positioning with customer.
- Adhere to compliance & procedural obligations as per company laid out norms.
- Take active interest in self development needs and participate in technical, product and skills training.
- Owns the problem / process with the customer. Closes the loop.
- Meet customers to resolve issues where necessary
- Handle complaints in a timely and skilled manner
- Host events for customers to develop new and long-term relationship
- Attend training and keep abreast of product and service developments
- Increasing banks customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection
- Drive effectively the Reward and recognition programs launched for the bank staff.
- Train the bank staff regularly on Annuity and Protection plan
- Business Leakage including cancellations
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📌 Relationship Manager - Axis Bank (Bangaluru) (Bengaluru)
🏢 Bharti AXA Life Insurance
📍 Bengaluru