Walk-in || Relationship Manager - Axis - Credit Life

Role Purpose

The incumbent will be responsible for driving Credit Life insurance business through designated Axis Bank branches by engaging with branch teams, identifying customer opportunities, and ensuring seamless policy issuance. The role requires strong relationship management, customer interaction, and sales execution capabilities.

Key Responsibilities

• Drive Credit Life insurance business through assigned Axis Bank branches.
• Build strong working relationships with Branch Managers, Relationship Managers, and other bank stakeholders.
• Generate leads from loan and lending customer bases and convert them into insurance sales.
• Conduct customer meetings and need-based insurance discussions.
• Ensure achievement of monthly sales, productivity, and revenue targets.
• Drive awareness and engagement among bank employees through regular branch visits and training sessions.
• Maintain healthy business persistency and customer service standards.
• Ensure timely documentation, proposal submission, and policy issuance.
• Adhere to all compliance, operational, and regulatory guidelines.
• Track daily sales activities and provide timely updates to reporting managers.

Eligibility Criteria

• Graduate in any discipline.
• Willingness to travel within the assigned territory/branch network.

Desired Skills

• Sales and target orientation.
• Relationship management and stakeholder handling.
• Effective communication and presentation skills.
• Customer-centric mindset.
• Problem-solving and negotiation skills.
• Ability to work in a fast-paced, performance-driven environment.