Bancassurance Manager (Kota)
Bharti AXA Life Insurance
Kota, Rajasthan, India
Full Time
Work from Office
Required skills
Bancassurance
Sales
Life Insurance
Bancassurance Sales
Relationship Management
Life Insurance Sales
Cross-Selling
Lead Generation
Customer Acquisition
Team Collaboration
Negotiation Skills
Customer Service
Sales Target Achievement
Job description
Job Description (JD): Relationship Manager (RM) – Banca Channel | Life Insurance. Designation: Relationship Manager (RM) – Banca Channel. Department: Bancassurance / Sales. Industry: Life Insurance. Key Responsibilities: Drive life insurance sales through assigned bank branches. Build and maintain strong relationships with Branch Managers and bank staff. Generate leads from bank customers and convert them into life insurance business. Conduct customer meetings and financial need analysis. Cross-sell life insurance products to existing bank customers. Achieve monthly, quarterly, and annual sales targets. Conduct product training and sales support sessions for bank employees. Ensure proper documentation, policy issuance, and compliance. Follow up for policy renewals and customer servicing. Participate in branch activities, lead generation campaigns, and customer engagement programs. Eligibility: Graduate in any discipline. 1–5 years of experience in Bancassurance, Life Insurance, Banking, or BFSI Sales. Good communication and relationship management skills. Target-oriented and customer-focused approach. Knowledge of life insurance products and sales processes. Key Skills: Bancassurance Sales, Relationship Management, Life Insurance Sales, Cross-Selling, Lead Generation, Customer Acquisition, Team Collaboration, Negotiation Skills, Customer Service, Sales Target Achievement. Keywords for Resume: Banca Channel, Bancassurance, Relationship Manager, Life Insurance, Cross Sell, Lead Generation, Branch Banking, Partner Management, Sales Target, Customer Acquisition, Financial Need Analysis, Insurance Sales, Renewal Business, Bank Partner Relationship, Customer Service. Role: Relationship Manager. Industry Type: Insurance. Department: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Role Category: Life Insurance. Education: UG: Any Graduate.
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