Job highlights

- Bachelor s degree in finance,business,or a related field

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 organizations insurance portfolio.

Skills and Tools Required





- Strong 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.

- Solid 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.

Disclaimer: This job posting 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.

📌 Assistant Manager - CAT - Elite (Mumbai)
🏢 Axis Max Life Insurance
📍 Mumbai