Sales Manager - Axis Bank - Banca - Ambala and Kurukshetra

Job Description (JD) Relationship Officer / Relationship Manager (Axis Bank Channel)

Entity Name: Aditya Birla Sun Life Insurance Company Ltd. (ABSLI)
Department: Axis Bank Relationship
Reports To: Cluster Manager

Purpose of the Role:-

To drive life insurance business through Axis Bank branches by building strong relationships with bank stakeholders, generating business opportunities, ensuring product penetration, and achieving assigned sales and revenue targets.

Key Responsibilities

• Develop and maintain strong relationships with Axis Bank branch teams to drive life insurance sales.
• Achieve monthly, quarterly, and annual business targets in terms of premium, revenue, and policy issuance.
• Conduct sales meetings, customer interactions, and joint calls with bank staff to generate business.
• Train and motivate branch employees on life insurance products, sales processes, and customer engagement.
• Ensure high levels of customer service and timely resolution of customer queries.
• Monitor branch-wise performance and implement action plans to improve productivity.
• Drive persistency and renewal premium collection to ensure quality business.
• Adhere to IRDAI guidelines, company policies, and regulatory compliance requirements.
• Maintain accurate sales records, reports, and MIS updates.

Eligibility Criteria

Education:

• Graduate in any discipline from a recognized university.

Experience:

• 1 to 5 years of experience in Sales, Bancassurance, Banking, Life Insurance, Wealth Management, Financial Products, or Financial Services.

Desired Skills & Competencies

• Good understanding of financial products, investment solutions, and insurance products.
• Strong sales and relationship management skills.
• Excellent communication, presentation, and negotiation abilities.
• Ability to build and manage stakeholder relationships effectively.
• Customer-centric approach with strong problem-solving skills.
• Result-oriented with a proven track record of achieving sales targets.
• Proficiency in MS Office and digital sales tools.

Preferred Candidate Profile

• Experience in Bancassurance, Banking, Insurance, Mutual Funds, CASA, Investments, Wealth, or Financial Advisory roles.
• Local market knowledge and existing relationship management experience will be an added advantage.

Compensation

• As per company norms and candidate experience.

Location: Multiple locations across Axis Bank branches.