Relationship Manager || Axis Virtual Channel

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.