Relationship Manager / Senior Relationship Manager

Company Description

Bharti AXA Life Insurance, established in 2006, is one of India's leading life insurance providers, offering affordable and tailored life insurance and savings solutions. As a flagship company of Bharti Life Ventures Private Limited, Bharti AXA is part of a renowned business group with diversified interests across telecom, agribusiness, and retail. With over 200 branches across India, we emphasize accessibility and delivering a seamless, customer-focused insurance journey. Recognized as a Great Place to Work for four consecutive years, we are dedicated to fostering a positive and inclusive workplace culture. For more information, visit our website: www.bhartiaxa.com.

Role Description

We are seeking a Relationship Manager / Senior Relationship Manager for a full-time, on-site position based in Kolkata. In this role, you will engage with clients to understand their financial planning needs and provide tailored insurance and savings solutions. Responsibilities include building and nurturing client relationships, identifying potential customers, driving sales to achieve business targets, and delivering excellent customer service. You will also collaborate with internal teams to ensure seamless service and offer guidance to customers regarding their policy options and benefits.

Qualifications

• Strong sales and business development skills, with the ability to identify and secure new business opportunities.
• Proficiency in relationship management, with a focus on customer engagement, retention, and satisfaction.
• Excellent communication and interpersonal skills to interact effectively with clients and team members.
• Basic knowledge of financial products, life insurance, and market trends; prior experience in financial services is an advantage.
• Goal-oriented mindset with a proven track record of achieving or exceeding sales targets.
• Problem-solving and negotiation skills to address client needs and close deals effectively.
• Adaptability, self-motivation, and the ability to work well both independently and within a team.
• Relevant professional certifications or a degree in business, finance, or a related field is preferred but not mandatory.