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:
As a Relationship Manager - CAT - Elite at Axis Max Life Insurance, you will be responsible for managing and enhancing client relationships to ensure a high level of customer satisfaction and retention. You will act as the primary point of contact for our elite clientele, providing tailored financial solutions to meet their individual needs. Your role will involve analyzing client requirements, identifying opportunities to cross-sell and upsell insurance products, and maintaining a thorough understanding of the market trends to offer customized advice. You will also work collaboratively with internal teams to deliver an exceptional customer experience.
Key Responsibilities:
- Develop and maintain strong relationships with assigned clients, ensuring their needs are met and expectations exceeded.
- Conduct regular reviews of client portfolios and provide recommendations for adjustments as needed.
- Engage in proactive communication with clients, providing updates on new products, policies, and relevant market information.
- Identify and pursue new business opportunities with existing clients to maximize revenue and customer loyalty.
- Collaborate with underwriting and claims departments to facilitate smooth client experiences.
- Achieve sales targets and contribute to the overall growth of the organization's insurance portfolio.
Skills and Tools Required:
- Solid communication and interpersonal skills to effectively engage with clients and stakeholders.
- Proven sales experience, particularly in the financial services or insurance industry.
- Ability to analyze financial data and market trends to make informed recommendations.
- Proficiency in customer relationship management (CRM) software to track client interactions and performance.
- Strong problem-solving skills and ability to think on your feet to address client issues effectively.
- Knowledge of insurance products, including life insurance, health insurance, and investment options.
- A proactive approach to managing client relationships and identifying growth opportunities.
Qualifications:
- Bachelor’s degree in finance, business, or a related field.
- Relevant certifications in insurance or financial planning would be advantageous.
- Minimum of 2-3 years of experience in relationship management or sales within the insurance or financial sector.
At Axis Max Life Insurance, we are passionate about helping our clients achieve their financial goals through personalized insurance solutions. Join our team and contribute to our mission of delivering excellence in customer service and satisfaction.