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 setting.

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

Position Relationship Manager Incumbent 1 Department Customer Advisory Team Function Service to Sales Reporting to Area Relationship Manager Band 4 Location Team size (D/I) NA JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building.

Existing

Customer database will be provided by company (called the Book of Relations- BoR).

KEY RESPONSIBILITIES Service through relationship management  Establishing and strengthening relationship with the allocated customer base.  Ensure retention of in his/her allocated” book of relations” (existing customer database).  Act as single point of contact for customers for any customer query/complaint.  Identify financial goals of customers and providing financial planning assistance.



 Competition Analysis for giving professional advice to customer  Fix self appointments everyday from the given customer database as per the campaign  Team Development (Subject to assessment) Sales  Focus on cross-sell & up-sell opportunity in allocated customers.  Ensure successful completion of licensing as per MLI standards Measures of Success  TAT adherence for updating System - CRM Next  Successful completion of cross-sell/ up-sell Business Goals month on month  Collection of payment/premium from 91-180 days due policies  Complaint Resolution /Customer satisfaction  Achievement of Retention Targets.  > 45 unique customer meetings in a month  More than 90% attendance (of total working days)  Successfully score >=80% in the Functional Trainings imparted Key Relationships (Internal /External) Internal – HR/Trainers/Supervisors/Peers External- Customers Key competencies/skills required  Process & Result orientation  Customer centricity & relationship building  Basic Computer Knowledge.  Good communication skills- English and regional language Desired qualification and experience 2.5- 3.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Age Bracket: 25-30 years Must own a conveyance Must own or buy a TAB Org Chart Channel Head Zonal Vice President  Asst Vice President  Regional Relationship Manager  Cluster Relationship Manager  Area Relationship Manager  Relationship Manager

State

Odisha

Branch

Bhubaneswar - GO2

Department

Direct Sales Force

Function

B CAT - East Zone

Posted On

03-Jul-2026

📌 Relationship Manager - B - CAT (Odisha)
🏢 Axis Max Life Insurance
📍 Odisha