Company: Bharti AXA Life Insurance

Designation: Relationship Manager Direct Channel (DD)

JOB SUMMARY:

The Relationship Manager Direct Channel is responsible for acquiring current customers directly, generating quality leads, promoting life insurance products, and achieving assigned business targets. The role requires building long-term customer relationships, understanding financial protection needs, providing suitable insurance solutions, and ensuring excellent customer experience throughout the sales cycle.

KEY RESPONSIBILITIES:

- Generate new business through direct sales activities, customer references, walk-ins, corporate leads, and digital lead sources.
- Prospect and identify potential customers for life insurance and investment solutions.
- Meet customers to understand their financial goals and recommend suitable protection and savings plans.
- Achieve individual sales targets related to premium collection, policy issuance, and revenue generation.




- Develop and maintain strong customer relationships to maximize repeat business and referrals.
- Handle customer objections professionally and provide suitable insurance solutions.
- Ensure timely follow-up of generated leads until successful policy issuance.
- Coordinate with underwriting, operations, and customer service teams for smooth policy processing.
- Participate in lead generation campaigns, corporate events, financial awareness programs, and promotional activities.
- Maintain policy persistency by conducting regular customer engagement and renewal follow-ups.
- Stay updated with insurance products, market trends, competitor offerings, and regulatory guidelines.
- Follow all IRDAI regulations, compliance standards, and company sales processes.

Contact person: Meghna Bhattacharjee

[email protected]

(phone hidden)

📌 Relationship Manager - DD Channel (Kolkata)
🏢 Bharti AXA Life Insurance
📍 Kolkata