Relationship Associate Maharashtra

Relationship Associate Maharashtra

16 Sep
|
AxisMaxlife
|
Maharashtra

16 Sep

AxisMaxlife

Maharashtra

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

Job Description:

The Relationship Manager will be responsible for driving life insurance business through the assigned CSB Bank branches by building solid relationships with bank staff, generating leads, converting opportunities into sales, and achieving business targets. The role involves regular engagement with branch teams, customer meetings, sales support, and ensuring seamless coordination between CSB Bank and Axis Max Life Insurance.





Key Responsibilities
Develop and maintain robust relationships with Branch Managers, Relationship Officers, and key stakeholders of assigned CSB Bank branches.
Drive life insurance sales through the bancassurance channel by sourcing and converting customer leads.
Achieve monthly, quarterly, and annual premium and policy issuance targets.
Conduct joint sales calls with bank employees to identify customer needs and recommend suitable insurance solutions.
Train and motivate bank staff on Axis Max Life products, sales processes, and customer acquisition strategies.
Ensure consistent lead generation from assigned bank branches and improve lead conversion ratios.
Monitor business performance, sales pipeline, and branch productivity.
Support customers throughout the sales journey and ensure high levels of customer satisfaction.
Maintain compliance with regulatory and company guidelines.
Prepare and share periodic sales and activity reports with management.

State:

Maharashtra

Branch:

Pune - GO2

Department:

Strategic Alliances

Function:

CSB - West

Posted On:

13-Jul-2026

📌 Relationship Associate Maharashtra
🏢 AxisMaxlife
📍 Maharashtra

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