JOB SUMMARY:

The Relationship Manager Agency Channel is responsible for driving life insurance sales through the recruitment, development, and management of insurance advisors. The role involves identifying potential advisors, providing product and sales training, motivating them to achieve business targets, and ensuring high levels of customer service. The incumbent will work closely with advisors to generate quality business, expand market reach, and contribute to the overall growth of the Agency Channel.

KEY RESPONSIBILITIES:

- Recruit, onboard, and develop high-potential Insurance Advisors as per the company's recruitment strategy.
- Generate business through advisor-led sales while ensuring achievement of monthly, quarterly, and annual sales targets.
- Conduct regular field visits with advisors to support customer acquisition, lead generation, and policy closures.
- Identify recent business opportunities through personal networking, referrals, local market activities, and customer interactions.
- Build and maintain strong relationships with advisors to improve productivity, retention, and business performance.
- Organize and conduct regular product training, sales coaching, and skill development sessions for advisors.
- Ensure advisors possess complete knowledge of life insurance products, company policies, underwriting guidelines,



and compliance requirements.
- Support advisors during customer meetings, presentations, and financial planning discussions to improve conversion rates.
- Monitor advisor performance using MIS reports and provide continuous feedback to improve productivity.
- Prepare and execute business development plans to increase market penetration and achieve branch objectives.
- Ensure quality business by maintaining high policy persistency, minimizing cancellations, and reducing claim-related issues.
- Coordinate with Branch Managers and internal support teams for smooth business processing and policy issuance.
- Ensure timely documentation, KYC compliance, proposal submissions, premium collections, and policy servicing.
- Drive customer awareness regarding life insurance solutions and financial protection through local campaigns and promotional activities.
- Participate in branch sales meetings, review discussions, and performance planning sessions.
- Maintain accurate sales reports, recruitment records, business forecasts, and daily activity trackers.
- Ensure compliance with IRDAI regulations, company policies, and ethical sales practices.
- Continuously analyze competitor activities, market trends, and customer requirements to improve business performance.

📌 Relationship Manager-Agency Channel (Bhubaneswar)
🏢 Bharti AXA Life Insurance
📍 Bhubaneswar