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

Job Description:

Job Description

Job Code:

Position

Relationship Manager – Affluent

Reporting To

Department

Axis

Function

Axis – Affluent Banking

Location

Band

5B

About Max Life Insurance:

''Max Life Insurance, one of the leading non-bank promoted private life insurers, is a joint venture between Max Financial Services Ltd. and Mitsui Sumitomo Insurance Co. Ltd. Max Financial Services Ltd. is part of the Max Group, which is a leading Indian multi-business corporation, while Mitsui Sumitomo Insurance is a member of the MS&AD; Insurance Group, which is amongst the leading insurers in the world. Max Life Insurance offers comprehensive long term savings, protection and retirement solutions through its high quality agency distribution and multi-channel distribution partners. A financially stable company with a strong track record over the last 15 years, Max Life Insurance offers superior investment expertise. Max Life Insurance has the vision 'To be the most admired life insurance company by securing the financial future of our customers'.



The company has a solid customer-centric approach focused on advice-based sales and quality service delivered through its superior human capital. In the financial year 2016, Max Life recorded Gross Written Premium of Rs. 9,216 crore with sum assured of Rs. 2,71,633 crore and Asset Under Management of Rs. 35,824 crore as on 31st March 2016."

We Stand for:

Caring

An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them.

Collaboration

A value which is all about being boundary-less in approach by going beyond one’s direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships.

Customer Obession

It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight.

Growth Mindset

A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts & demonstrate courage to achieve exceptional results. It is about seeking & creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture.

Job Summary:

NA

Key Responsibilities/ Key Deliverables:

-




Relationship Management with the Axis Cluster Head also will be responsible for meeting sales target through Bank$B!G(Js Affluent Managers and Private Bankers and for maintaining relationships with their Supervisors.

- Overseeing assigned Branch Affluent business and Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered , Keeping accurate record of referrals received from the WMs and PBs

- Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered.

- Responsible for increase bank$B!G(Js customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch$B!G(Js customer base, Shall approach him / herself at least 3 new prospects each day

- Drive effectively the Reward and recognition programs launched for WMs and PBs

- Shall train the WMs and PBs regularly on concepts in life insurance and new product introductions.

Measures of Success:

Business Plan:-

Adj MFYP (Rs.) - Plan v/s Actuals

Activation plan:-

Seller Activation (%) - Plan Vs Actual

Achieve Case Size Plan:-

1Case Size : Plan Vs actual

Persistency:-

15th month Persistency (%) - >82.5 (By Value)

Joint Calls /Effective Management of Process:-

Fresh Joint Calls:

Plan Vs Actual

Job Specifications:

- Master of Business Administration from a premier business school or equivalent.

- 3-6 years of experience in Distribution Operations, Wealth HNI and Affluent Channel Management, Prior experience in insurance essential.

- Result Orientation, Innovation, Customer Centricity, Problem Solving & Decision Making, Business Acumen.

Knowledge & Skill Matrix:

- Relationship Management, Effective Management of Process

Additional Information (Optional):

NA

State:

Delhi

Branch:

Delhi - GO3

Department:

Axis

Function:

Affluent North 1

Posted On:

14-Oct-2025

📌 Relationship Manager - Affluent Banking (Delhi)
🏢 AxisMaxlife
📍 Delhi