Job highlights

- Candidates should be driven,proactive,and passionate about helping clients achieve their financial goals
- You will also collaborate with internal teams to improve service offerings and enhance the overall customer experience

Job Title: Relationship Manager - CAT - Loyalty Company Name: Axis Max Life Insurance

As a Relationship Manager in the Loyalty department, your primary responsibility will be to maintain and enhance relationships with existing customers while also identifying opportunities for cross-selling and upselling various insurance products. You will work closely with clients to understand their financial goals and needs, providing them with tailored solutions that align with their objectives.

Your role will involve regular communication with customers, conducting follow-ups, resolving issues, and ensuring high levels of customer satisfaction. You will also collaborate with internal teams to improve service offerings and enhance the overall customer experience.

Responsibilities

- Develop and maintain strong client relationships to foster loyalty and retention.
- Conduct regular reviews with clients to assess their insurance needs and provide appropriate recommendations.
- Cross-sell and upsell insurance products to existing clients based on their evolving needs.
- Act as the primary point of contact for clients and manage client inquiries, complaints, and requests effectively.
- Collaborate with internal teams to ensure timely resolution of client issues and enhance service delivery.




- Track and report on client interactions and outcomes to management.
- Stay updated on industry trends, market conditions, and new products to provide informed advice to clients.

Skills Required:
- Robust interpersonal and communication skills to build and maintain client relationships.
- Customer-focused attitude with a commitment to providing exceptional service.
- Analytical skills to assess client needs and provide tailored financial solutions.
- Problem-solving abilities to address client issues and complaints effectively.
- Ability to work collaboratively within a team and across departments.

Tools Required:
- Customer Relationship Management (CRM) software for tracking client interactions and managing relationships.
- Microsoft Office Suite (Word, Excel, PowerPoint) for reporting and presentations.
- Insurance industry software for managing client portfolios and transactions.
- Communication tools such as email, phone, and instant messaging platforms for client interactions.

This position offers an excellent opportunity to grow within a dynamic company that values employee development and a culture of excellence. Candidates should be driven, proactive, and passionate about helping clients achieve their financial goals. Disclaimer: This job posting and Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Relationship Manager - CAT - Loyalty (Mumbai)
🏢 Axis Max Life Insurance
📍 Mumbai