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Axis Max Life Insurance Relationship Manager Interview Questions and Answers

Updated 8 May 2025

8 Interview questions

A Relationship Manager was asked
Q. How many appraisals did you conduct in your last designation?
Ans. 

The number of appraisals in the last designation.

  • I have received a total of 5 appraisals in my last designation.

  • I have been appraised twice in my last designation.

  • I have not received any appraisals in my last designation.

A Relationship Manager was asked
Q. How many appraisals did you conduct in your last role?
Ans. 

The number of appraisals in the last designation.

  • I have received a total of 5 appraisals in my last designation.

  • I consistently received positive feedback and high ratings in my appraisals.

  • My last appraisal was conducted six months ago.

  • I can provide more details and specific examples during the interview.

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🔥 Asked by recruiter 2 times
A Relationship Manager was asked
Q. How much business have you generated?
Ans. 

I generated a significant amount of business in my previous role as a Relationship Manager.

  • In my previous role, I successfully generated business by building and maintaining strong relationships with clients.

  • I consistently exceeded sales targets by identifying new business opportunities and presenting tailored solutions to clients.

  • For example, I secured a major contract with a new client, resulting in a 20% increa...

A Relationship Manager was asked
Q. What incentives have you successfully achieved?
Ans. 

Yes

  • Achieved 150% of sales target in the first quarter

  • Received 'Top Performer' award for exceeding customer satisfaction goals

  • Successfully onboarded a high-net-worth client, resulting in a significant increase in assets under management

A Relationship Manager was asked
Q. What is insurable interest?
Ans. 

Insurable interest refers to the financial or pecuniary interest that a person has in the subject matter of an insurance policy.

  • Insurable interest is the stake or financial interest that a person has in the insured property or person.

  • It is necessary for a valid insurance contract as it ensures that the policyholder will suffer a financial loss if the insured event occurs.

  • Examples of insurable interest include owni...

A Relationship Manager was asked
Q. Charges of ulip
Ans. 

ULIP charges refer to the fees and expenses associated with investing in a Unit Linked Insurance Plan.

  • ULIP charges include premium allocation charges, policy administration charges, fund management charges, mortality charges, and surrender charges.

  • Premium allocation charges are deducted from the premium paid by the policyholder and are used to cover initial expenses.

  • Policy administration charges are levied for the...

A Relationship Manager was asked
Q. How to grow sale's How convincing customer. How to up sales
Ans. 

To grow sales and convince customers, focus on building relationships, understanding their needs, providing solutions, and offering excellent customer service.

  • Build strong relationships with customers by actively listening to their needs and providing personalized solutions.

  • Understand the customer's pain points and offer products or services that address those specific needs.

  • Provide excellent customer service by b...

Are these interview questions helpful?
A Relationship Manager was asked
Q. What is mwpa
Ans. 

MWPA stands for Married Women's Property Act.

  • MWPA is a legal act that grants certain property rights to married women.

  • It was enacted to protect the property rights of married women.

  • Under MWPA, a married woman can hold, control, and dispose of her property independently.

  • It ensures that a married woman's property is not automatically transferred to her husband upon marriage.

  • MWPA also provides safeguards against frau...

Axis Max Life Insurance Relationship Manager Interview Experiences

8 interviews found

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(3 Questions)

  • Q1. About previous job description
  • Q2. Are you comfortable in traveling
  • Q3. How married women act is beneficial for Bussiness men
  • Ans. 

    Married women can benefit business men by providing emotional support, networking opportunities, and helping to maintain work-life balance.

    • Married women can provide emotional support to business men, helping them cope with stress and challenges in their professional lives.

    • Married women often have extensive social networks that can be beneficial for business men in terms of networking and making valuable connections.

    • Mar...

  • Answered by AI
Round 2 - HR 

(2 Questions)

  • Q1. Notice period discussion
  • Q2. Salary discussion
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Referral and was interviewed in Apr 2023. There were 4 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Don’t add your photo or details such as gender, age, and address in your resume. These details do not add any value.
View all tips
Round 2 - One-on-one 

(1 Question)

  • Q1. How to grow sale's How convincing customer. How to up sales
  • Ans. 

    To grow sales and convince customers, focus on building relationships, understanding their needs, providing solutions, and offering excellent customer service.

    • Build strong relationships with customers by actively listening to their needs and providing personalized solutions.

    • Understand the customer's pain points and offer products or services that address those specific needs.

    • Provide excellent customer service by being ...

  • Answered by AI
Round 3 - Nothing 

(1 Question)

  • Q1. All good fantastic
Round 4 - HR 

(1 Question)

  • Q1. Only Decipline have very good

Interview Preparation Tips

Interview preparation tips for other job seekers - All good
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-

I appeared for an interview before May 2024, where I was asked the following questions.

  • Q1. Why to change
  • Q2. Smart working place
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
No response

I applied via Naukri.com and was interviewed before Dec 2022. There were 2 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all tips
Round 2 - One-on-one 

(8 Questions)

  • Q1. First manager later territory manager zonal head HR interview they will do it depends upon requirement
  • Q2. About experience past company
  • Q3. How much business jenarated
  • Ans. 

    I generated a significant amount of business in my previous role as a Relationship Manager.

    • In my previous role, I successfully generated business by building and maintaining strong relationships with clients.

    • I consistently exceeded sales targets by identifying new business opportunities and presenting tailored solutions to clients.

    • For example, I secured a major contract with a high-net-worth individual by understanding...

  • Answered by AI
  • Q4. Any contest qualified
  • Q5. Any good incentives achieved
  • Ans. 

    Yes, I have achieved several good incentives as a Relationship Manager.

    • Increased client portfolio by 20% within the first year

    • Exceeded sales targets by 15% for three consecutive quarters

    • Received 'Top Performer' award for exceptional customer satisfaction ratings

    • Successfully negotiated a high-value deal resulting in a 30% increase in revenue

  • Answered by AI
  • Q6. Any foreign trips you are qualified
  • Q7. Appraisals how many in last designation
  • Ans. 

    The number of appraisals in the last designation.

    • I have received a total of 5 appraisals in my last designation.

    • I have been appraised twice in my last designation.

    • I have not received any appraisals in my last designation.

  • Answered by AI
  • Q8. Hike ,any bonus

Interview Preparation Tips

Topics to prepare for Axis Max Life Insurance Relationship Manager interview:
  • Insurance baground they can try
Interview preparation tips for other job seekers - They have to do carefully because lot of people applying jobs branded companies

Relationship Manager Interview Questions & Answers

user image SURAJ SINGH RAJPUT

posted on 22 Mar 2022

Round 1 - HR 

(5 Questions)

  • Q1. What are your salary expectations?
  • Ans. 

    I am looking for a competitive salary that reflects my experience and the value I bring to the role.

    • Based on my research, the average salary for a Relationship Manager in this industry ranges from $60,000 to $80,000.

    • Considering my 5 years of experience and proven track record in client retention, I believe a salary in the range of $70,000 to $75,000 is appropriate.

    • I am open to discussing the full compensation package, ...

  • Answered by AI
  • Q2. What is your family background?
  • Q3. Share details of your previous job.
  • Ans. 

    In my previous role as a Relationship Manager, I focused on building strong client relationships and driving business growth.

    • Managed a portfolio of over 100 clients, ensuring their needs were met and expectations exceeded.

    • Developed tailored financial solutions, resulting in a 20% increase in client satisfaction scores.

    • Conducted regular check-ins and feedback sessions, which helped identify opportunities for upselling s...

  • Answered by AI
  • Q4. Why are you looking for a change?
  • Ans. 

    I'm seeking new challenges and opportunities for growth in my career as a Relationship Manager.

    • Desire for professional growth: I want to expand my skills and take on more responsibilities.

    • Seeking a dynamic environment: My current role has become routine, and I'm looking for a more stimulating workplace.

    • Alignment with career goals: I'm interested in a company that shares my values and vision for client relationships.

    • Des...

  • Answered by AI
  • Q5. Tell me about yourself.
  • Ans. 

    Dynamic Relationship Manager with a passion for building strong client connections and delivering tailored financial solutions.

    • Over 5 years of experience in client relationship management in the banking sector.

    • Successfully managed a portfolio of high-net-worth clients, increasing client satisfaction scores by 20%.

    • Skilled in identifying client needs and providing customized financial advice, resulting in a 30% increase ...

  • Answered by AI
Round 2 - One-on-one 

(1 Question)

  • Q1. Deep discussion with my reporting manager , he had give compleat detail about profile .
Round 3 - One-on-one 

(1 Question)

  • Q1. Another interview was done with zonal manager of the department . Simple questions .
Round 4 - HR 

(2 Questions)

  • Q1. What are your salary expectations?
  • Q2. Hr conversation on salary .

Interview Preparation Tips

Interview preparation tips for other job seekers - If you are a in sales should not to worry about the interview very easy and simple process to join Max life insurance company.
Only your confidence and accuracy and how your peasant your thing are the meny thing that is halpfull in interview .
All the best
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
No response

I applied via Naukri.com and was interviewed before Dec 2022. There were 2 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all tips
Round 2 - One-on-one 

(8 Questions)

  • Q1. First manager later territory manager zonal head HR interview they will do it depends upon requirement
  • Q2. About experience past company
  • Q3. How much business jenarated
  • Ans. 

    I generated a significant amount of business in my previous role as a Relationship Manager.

    • In my previous role, I successfully generated business by building and maintaining strong relationships with clients.

    • I consistently exceeded sales targets by identifying new business opportunities and presenting tailored solutions to clients.

    • For example, I secured a major contract with a new client, resulting in a 20% increase in...

  • Answered by AI
  • Q4. Any contest qualified
  • Q5. Any good incentives achieved
  • Ans. 

    Yes

    • Achieved 150% of sales target in the first quarter

    • Received 'Top Performer' award for exceeding customer satisfaction goals

    • Successfully onboarded a high-net-worth client, resulting in a significant increase in assets under management

  • Answered by AI
  • Q6. Any foreign trips you are qualified
  • Q7. Appraisals how many in last designation
  • Ans. 

    The number of appraisals in the last designation.

    • I have received a total of 5 appraisals in my last designation.

    • I consistently received positive feedback and high ratings in my appraisals.

    • My last appraisal was conducted six months ago.

    • I can provide more details and specific examples during the interview.

  • Answered by AI
  • Q8. Hike ,any bonus

Interview Preparation Tips

Topics to prepare for Axis Max Life Insurance Relationship Manager interview:
  • Insurance baground they can try
Interview preparation tips for other job seekers - They have to do carefully because lot of people applying jobs branded companies

I applied via Recruitment Consulltant and was interviewed in May 2022. There were 3 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all tips
Round 2 - Coding Test 

Online insurance and cases wise test

Round 3 - HR 

(4 Questions)

  • Q1. Personal details, relevant experience doucment, your policy sold Mis, your achievements doucment, Pramotion latter .
  • Q2. Asking your background to know you well.
  • Q3. Know your monthly incentive through your bank account statement, an salary slip.
  • Q4. Your present manager contact number and your feedback.

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident for your work knowledge,be confident of your achievements and incentives, be confident on your sales skills.

Interview Questionnaire 

5 Questions

  • Q1. What is mwpa
  • Ans. 

    MWPA stands for Married Women's Property Act.

    • MWPA is a legal act that grants certain property rights to married women.

    • It was enacted to protect the property rights of married women.

    • Under MWPA, a married woman can hold, control, and dispose of her property independently.

    • It ensures that a married woman's property is not automatically transferred to her husband upon marriage.

    • MWPA also provides safeguards against fraudulen...

  • Answered by AI
  • Q2. Why you left your job
  • Ans. 

    Seeking new challenges and opportunities for growth

    • Desire for career advancement

    • Looking for a new challenge

    • Seeking better work-life balance

    • Company restructuring or downsizing

    • Relocation to a new area

  • Answered by AI
  • Q3. What is insurable intrest
  • Ans. 

    Insurable interest refers to the financial or pecuniary interest that a person has in the subject matter of an insurance policy.

    • Insurable interest is the stake or financial interest that a person has in the insured property or person.

    • It is necessary for a valid insurance contract as it ensures that the policyholder will suffer a financial loss if the insured event occurs.

    • Examples of insurable interest include owning a ...

  • Answered by AI
  • Q4. Charges of ulip
  • Ans. 

    ULIP charges refer to the fees and expenses associated with investing in a Unit Linked Insurance Plan.

    • ULIP charges include premium allocation charges, policy administration charges, fund management charges, mortality charges, and surrender charges.

    • Premium allocation charges are deducted from the premium paid by the policyholder and are used to cover initial expenses.

    • Policy administration charges are levied for the main...

  • Answered by AI
  • Q5. How will you prove you as a investment adviser
  • Ans. 

    I will prove myself as an investment adviser through my track record of successful investment strategies, in-depth knowledge of financial markets, and ability to build strong client relationships.

    • Demonstrate a history of successful investment recommendations and portfolio management

    • Showcase expertise in analyzing financial markets and identifying profitable opportunities

    • Highlight strong communication and relationship-b...

  • Answered by AI

Top trending discussions

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Interview Tips & Stories
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Can speak English, can’t deliver in interviews
I feel like I can't speak fluently during interviews. I do know english well and use it daily to communicate, but the moment I'm in an interview, I just get stuck. since it's not my first language, I struggle to express what I actually feel. I know the answer in my head, but I just can’t deliver it properly at that moment. Please guide me
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Interview questions from similar companies

I applied via Walk-in and was interviewed before Jun 2020. There was 1 interview round.

Interview Questionnaire 

3 Questions

  • Q1. How to manage public relations
  • Ans. 

    Managing public relations involves building and maintaining positive relationships with stakeholders through effective communication and strategic planning.

    • Develop a clear understanding of the organization's goals and values

    • Identify key stakeholders and their needs and expectations

    • Create a communication plan that includes regular updates and feedback mechanisms

    • Be transparent and honest in all communications

    • Respond prom...

  • Answered by AI
  • Q2. How to generate leads and close the case
  • Ans. 

    To generate leads and close the case, one must build relationships, understand the client's needs, and offer tailored solutions.

    • Build a strong network through referrals and networking events

    • Research and understand the client's industry and needs

    • Offer tailored solutions that address the client's pain points

    • Follow up consistently and provide excellent customer service

    • Use social media and digital marketing to reach potent...

  • Answered by AI
  • Q3. Tell me something about insurance sector
  • Ans. 

    Insurance sector provides financial protection against unexpected events and risks.

    • Insurance companies offer various types of policies such as life, health, auto, property, and liability insurance.

    • Premiums are paid by policyholders to the insurance company in exchange for coverage.

    • Insurance companies use actuarial science to calculate risks and determine premiums.

    • Claims are filed by policyholders when an unexpected eve...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - first thing to do you have be confidence to interview.
never give up towards task and targets.

I applied via Walk-in and was interviewed before Sep 2020. There was 1 interview round.

Interview Questionnaire 

1 Question

  • Q1. Indsurance related. bancassurance

Interview Preparation Tips

Interview preparation tips for other job seekers - basically credit life bancassurance related

Axis Max Life Insurance Interview FAQs

How many rounds are there in Axis Max Life Insurance Relationship Manager interview?
Axis Max Life Insurance interview process usually has 2-3 rounds. The most common rounds in the Axis Max Life Insurance interview process are One-on-one Round, HR and Resume Shortlist.
How to prepare for Axis Max Life Insurance Relationship Manager interview?
Go through your CV in detail and study all the technologies mentioned in your CV. Prepare at least two technologies or languages in depth if you are appearing for a technical interview at Axis Max Life Insurance. The most common topics and skills that interviewers at Axis Max Life Insurance expect are Relationship Management, Sales, Banking, Sales Process and Financial Services.
What are the top questions asked in Axis Max Life Insurance Relationship Manager interview?

Some of the top questions asked at the Axis Max Life Insurance Relationship Manager interview -

  1. How married women act is beneficial for Bussiness ...read more
  2. Appraisals how many in last designat...read more
  3. What is m...read more
What are the most common questions asked in Axis Max Life Insurance Relationship Manager HR round?

The most common HR questions asked in Axis Max Life Insurance Relationship Manager interview are -

  1. What are your salary expectatio...read more
  2. Why are you looking for a chan...read more
  3. What is your family backgrou...read more

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Overall Interview Experience Rating

4.6/5

based on 12 interview experiences

Difficulty level

Easy 40%
Moderate 60%

Duration

Less than 2 weeks 60%
2-4 weeks 40%
View more
Axis Max Life Insurance Relationship Manager Salary
based on 542 salaries
₹1.1 L/yr - ₹7.1 L/yr
10% less than the average Relationship Manager Salary in India
View more details

Axis Max Life Insurance Relationship Manager Reviews and Ratings

based on 144 reviews

4.2/5

Rating in categories

4.1

Skill development

4.1

Work-life balance

4.2

Salary

4.1

Job security

4.2

Company culture

3.9

Promotions

4.0

Work satisfaction

Explore 144 Reviews and Ratings
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