Walk-in || Bancassurance Manager

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. Business Generation

• Achieve monthly and annual insurance sales targets.
• Generate leads from Axis Bank customers.
• Convert leads into life insurance sales.
• Increase insurance penetration in assigned bank branches.

2. Relationship Management

• Build strong relationships with Branch Managers, Relationship Officers, and bank staff.
• Act as a single point of contact for all insurance-related support.
• Ensure regular branch visits and engagement with stakeholders.

3. Customer Advisory

• Understand customers' financial needs.
• Recommend suitable life insurance solutions.
• Conduct need-based selling and financial planning discussions.

4. Training & Activation

• Train bank employees on Bajaj Allianz Life/insurance products and sales processes.
• Conduct joint calls and customer meetings with bank staff.
• Motivate branch teams to generate quality referrals.

5. Service & Operations

• Ensure smooth proposal processing and documentation.
• Coordinate medicals, underwriting, and policy issuance.
• Resolve customer and branch service issues promptly.

6. Compliance

• Adhere to IRDAI and company guidelines.
• Maintain complete and accurate customer documentation.
• Ensure ethical and compliant sales practices.

Key Skills Required

• Strong communication and presentation skills.
• Sales and relationship management capabilities.
• Customer-centric approach.
• Knowledge of life insurance and financial products.
• Ability to work with sales targets.

KPI / Performance Metrics

• Premium achievement (APE/FYP).
• Number of policies sold.
• Lead conversion ratio.
• Branch activation and productivity.
• Cross-sell and customer retention.

Typical Reporting Structure

Relationship Associate (RA) Relationship Manager (RM) Senior Relationship Manager (SRM) Cluster/Area Manager