Job highlights

- Experience in life insurance sales with expertise in direct channel sales and handling HNIs
- Promote life insurance products, acquire new customers, upsell to existing clients, conduct training sessions, track sales performance, and ensure compliance
- Promote life insurance products to customers through joint field calls and customer meetings.
- Support business growth through current customer acquisition and upselling to existing clients.
- Ensure excellent service delivery and assist in customer retention and problem resolution.
- Collaborate with bank staff to conduct training and product knowledge sessions.
- Track sales performance, generate reports, and share insights with your manager regularly.
- Ensure adherence to company processes and regulatory guidelines in all business practices.
- Interact with High Net-Worth Individuals (HNIs) and provide them with tailored financial solutions.
- Maintain high satisfaction levels among bank partners and customers.

📌 Relationship Manager (Ludhiana)
🏢 Bajaj Life Insurance
📍 Ludhiana