Relationship Manager || Axis Virtual Channel

Job description

Roles and Responsibilities • Relationship Manager - Axis Virtual Center • Manage relationships with existing clients to identify their financial goals and provide tailored insurance solutions. • Develop new business opportunities through networking, referrals, and prospecting. • Conduct needs analysis to understand client requirements and recommend suitable products from our range of life insurance offerings. • Meet sales targets by acquiring new customers and increasing policy renewals/surrenders. • Stay updated on market trends, competitor activity, and regulatory changes to maintain a competitive edge. Desired Candidate Profile • 1-4 years of experience in bancassurance, BFSI sales, or related fields (preferably). • Strong understanding of life insurance products and services. • Excellent communication skills for effective relationship management with clients. • Ability to work independently with minimal supervision while meeting deadlines.