As a Relationship Associate in Branch Banking at Axis Max Life Insurance, you will be responsible for managing and enhancing client relationships to ensure a high level of customer satisfaction.

Your role will involve providing personalized service to clients, understanding their financial needs, and offering suitable insurance products to meet those needs. You will engage with customers, educate them about the benefits of our insurance plans, and assist in the policy application process. Additionally, you will be expected to achieve sales targets, contribute to branch revenue growth, and participate in promotional activities.

Key Responsibilities

- Build and maintain strong relationships with clients to foster trust and loyalty.
- Conduct needs analysis for clients and recommend appropriate insurance solutions.
- Educate clients about various insurance products, terms, and advantages.
- Assist clients with policy applications, renewals, and claims.




- Collaborate with team members to achieve branch sales targets and enhance customer satisfaction.
- Stay updated on industry trends, products, and regulations to better serve clients.
- Participate in marketing and promotional events to attract new clients.

Skills and Tools Required

- Strong interpersonal and communication skills.
- Ability to build rapport with clients and understand their financial needs.
- Sales and negotiation skills to effectively promote and sell insurance products.
- Proficiency in customer service and problem-solving.
- Knowledge of insurance products, policies, and industry regulations.
- Familiarity with CRM software and other tools for tracking client interactions and sales.
- Team player with the ability to work collaboratively in a branch environment.
- Time management skills to handle multiple clients and tasks efficiently.

📌 Relationship Associate - Branch Banking (Rajasthan)
🏢 Axis Max Life Insurance
📍 Rajasthan