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Bharti Axa Job

BhartiAXA Life Insurance Co Ltd is offering a training position in financial analysis that would lead to a role as either a Unit Manager or Agency Manager. The 3-month training program would focus on financial product knowledge, sales and relationship building skills, and involve exams for an IRDAI certification. Trainees would be paid 15k-25k based on performance, and successful candidates promoted to a role paying 2-3 LPA. The position is based in Coimbatore and involves recruiting advisors, meeting sales targets, managing a team, and providing leadership, mentoring and training.

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RakeshRko
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691 views4 pages

Bharti Axa Job

BhartiAXA Life Insurance Co Ltd is offering a training position in financial analysis that would lead to a role as either a Unit Manager or Agency Manager. The 3-month training program would focus on financial product knowledge, sales and relationship building skills, and involve exams for an IRDAI certification. Trainees would be paid 15k-25k based on performance, and successful candidates promoted to a role paying 2-3 LPA. The position is based in Coimbatore and involves recruiting advisors, meeting sales targets, managing a team, and providing leadership, mentoring and training.

Uploaded by

RakeshRko
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Greetings from BhartiAXA Life Insurance Co Ltd

We appreciate your Interest in creating the Career opportunity with us.

Profile:

Company Name : BhartiAXA Life Insurance Co Ltd

Company Shares : Bharti Enterprises & AXA

Industry : Life Insurance

Industry Type : Customer Focus, Business Development & Recruitment Process.

Job Position in Training: Financial Analysis

Job Position after Training: Unit Manger & Agency Manager

Pay-scale In Training: 15k to 25k (Based on performance)

After Training (ON ROLE): 2 L to 3 LPA

About BhartiAXA Life Insurance Co Ltd

Company Profile:

Bharti AXA Life is a life Insurance player that was started in 2006. It brings together
strong financial expertise of the Paris-headquartered AXA Group and Bharti Enterprises -
one of India's leading business groups with interests in Telecom, agricultural business,
financial services, and retail. The joint venture has a 51% stake from Bharti and 49%
stake from AXA .The Company launched national operations in December 2006. Today,
Bharti AXA Life has a national footprint of distributors trained to provide quality
financial advice and insurance solutions to the large Indian customer base.

Bharti AXA Life offers a range of innovative products and services that cater to specific
insurance and wealth management needs of customer.
Job Clarification:

BhartiAXA Life Insurance Co Ltd were giving the opportunity as financial analysis for this
we will take you to Min 3 month as training period as required to test your potential
(Through exam process IRDAI). Based upon successful completion of training period,
you will be appointed as an on role employee either Unit Manager/Agency Manager.

Your confirmation will be given in an Appointment Letter for further process. If the
Following completion of your 3 months training period at BhartiAXA Life Insurance, we
will have review on your performance and if it’s found to be satisfactory.

Your confirmation will be reviewed at end of training period and confirmation will be
based upon satisfactory performance by you in your probation period.

All other terms and conditions of your appointment will remain the same.

We will be pleased to offer on the basis of the below points listed.

1. In this training period you will be specially trained for IRDAI and certified

(Financial Analysis) for BhartiAXA Life Insurance Company ltd.,

2. You should complete minimum of performance.

3. After that you will be promoted as Unit Manager / Agency Manager.

4. Placement Location will be in Coimbatore.

5. Coimbatore Candidates Preferred.

Training Roll Description:

As you are new to Insurance Industry you need to learn and practise these things

1. To educate and advise individual customer on investment decisions.

2. An individual to generate the leads for us

3. An individual to fix up appointments with HNI investors

4. Presentations follow up and close the deals

5. Handling the portfolios and setting up guidelines

6. Learning the importance of relationship between investors, market makers and


Clients

7. Good understanding of insurance market and understanding of economic data

And interest in financial markets.

8. Ability to work under time pressure while keeping accuracy as a high priority

9. Should increase the knowledge of financial markets.

10. Should have excellent time management, technical skills and analytical skills

After Training Period

Position: Unit Manager / Agency Manager

Qualification: UG/PG

Job Role: Recruitment, Sales, Market research & investment

Field Nature: Business Development, Recruitment & Business to Business (B to B)

Roles & Responsibility

1. Building Agency - Identify and recruit potential advisors who are highly productive
and in accordance with the business plan within stipulated time frame.

2. Driving Sales - Achieve expected sales target on a consistent basis through own
team of advisors.

3. Manage team performance and productivity - Continuously review performance


and improve productivity of the team

4. Activity based Lead Generation

5. Leadership - Provide leadership and management to the team of Advisors

6. Mentoring and Training - Provide training and monitor developmental needs of


advisors in the team, provide feedback on advisors' performance.

7. Involves attending sales calls (outside the office) Skills, Knowledge &Qualifications
(Framework required by the position)

8. Should be a Graduate (any discipline)

9. Demonstrate competence in target marketing to specific prospects


10. Good influencing and negotiation skills.

As an On Roll employee he/she will be eligible for Next level of open promotions offered
by company (UM/AM/BM/SBM), Rewards and trips based on the company's contest.

1. Fixed Salary

2. Monthly Incentive

3. Quarterly Incentive

Regards

BhartiAXA Life Insurance Co Ltd

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