Walk-in || Relationship Manager

Role Overview

We are looking for an energetic and target-driven Relationship Manager to manage life insurance sales at an assigned Axis Bank branch. In this role, you will work closely with Axis Bank branch staff to engage walk-in customers, pitch Bajaj Allianz Life Insurance products, and achieve monthly sales targets.

Key Responsibilities

1. Branch Sales & Lead Conversion

• Engage with walk-in customers at the Axis Bank branch and understand their financial, savings, and protection needs.
• Pitch suitable Bajaj Allianz Life products (term plans, savings plans, child plans, and retirement solutions) and close sales.
• Follow up on leads generated through bank referrals, teller counters, and tele-calling on branch customer databases.
• Achieve assigned monthly and quarterly targets for New Business Premium (NBP) and policy count.

2. Coordination with Axis Bank Staff

• Build good day-to-day working relationships with Axis Bank Branch Managers (BMs), Customer Service Officers (CSOs), and Bank RMs.
• Conduct joint customer meetings alongside bank staff to help convert high-potential prospects.
• Keep bank staff updated on ongoing Bajaj Allianz Life products, offers, and sales contests.

3. Policy Login & Customer Servicing

• Collect accurate KYC documents, customer details, and application forms to ensure smooth policy issuance.
• Coordinate with the operations/underwriting team to resolve pending login requirements quickly.
• Assist branch customers with basic policy servicing, renewal reminders, and query resolution.
• Maintain daily activity logs, lead trackers, and sales MIS reports.

4. Compliance & Ethics

• Strictly follow IRDAI guidelines, KYC/AML rules, and ethical selling standards with zero mis-selling.

Candidate Requirements

• Education: Graduate in any stream (Mandatory).
• Experience: 02 years in field sales, BFSI, insurance, banking, or retail sales. Fresh graduates with good communication skills may also apply.

• Skills Required:
• Good communication and convincing skills (English & local language).
• Willingness to work in a target-driven sales environment.
• Basic computer/mobile proficiency for digital policy logins.
• Presentable, proactive, and eager to learn.