Agency channel- DM

Company : Bharti Axa Life Insurance

Designation :DM - Agency Channel

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:

• 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 new 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.
• 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.

CTC Up to 5 LPA

Location : BARDHAMAN , ASANSOL

Key Skill:

• Excellent communication, interpersonal and selling skill • Strong problem solving skills and decision making ability

MINIMUM/SPECIFIC EXPERIENCE:

• Graduate/ Post Graduate in any discipline

Email: [email removed]