About Axis Max Life

Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a joint venture between Max Financial Services Limited (“MFSL”) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery, and a well-trained human capital.

Axis Max Life has been consistently ranked among the best workplaces by the GPTW Institute, reflecting its commitment to creating a positive and empowering work environment.

#ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply

The Relationship Manager - CAT - Elite at Axis Max Life Insurance will be responsible for managing and enhancing relationships with high net worth clients. The role involves understanding clients’ financial goals and needs, providing tailored insurance solutions, and ensuring exceptional service delivery.

The Relationship

Manager will be expected to conduct regular client meetings, prepare financial plans, and present suitable insurance products. Additionally, the manager will work closely with the sales team to drive revenue growth and achieve business targets.

Key Responsibilities





- Build and maintain solid relationships with high-value clients.
- Provide expert advice on insurance products and services based on clients’ financial objectives.
- Conduct market research to identify potential clients and business opportunities.
- Develop personalized financial plans and presentations for clients.
- Collaborate with internal teams to ensure the seamless processing of client requests and claims.
- Monitor client satisfaction and address any concerns promptly.
- Achieve sales targets and contribute to the overall growth of the business.

Skills Required:
- Strong interpersonal and communication skills.
- Proven ability to build and maintain client relationships.
- Excellent analytical and problem-solving abilities.
- Knowledge of financial products, insurance, and investment options.
- Ability to work independently as well as part of a team.
- Strong sales and negotiation skills.
- Professional demeanor with a client-centric approach.

Tools Required:
- Customer Relationship Management (CRM) software.
- Financial planning tools and software.
- Microsoft Office Suite (Word, Excel, PowerPoint).
- Data analytics tools for market research.
- Presentation software for client meetings.

State:

Maharashtra

Branch

Pune B_Greenfield

Department

Direct Sales Force

Function

Elite - Central

Posted On

31-Aug-2026

📌 Relationship Manager - CAT - Elite (Maharashtra)
🏢 Axis Max Life Insurance
📍 Maharashtra