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223 Axis Max Life Insurance Jobs

Relationship Manager

1-5 years

Hyderabad / Secunderabad

1 vacancy

Relationship Manager

Axis Max Life Insurance

posted 5mon ago

Job Description

Is responsible for generating revenue by focussing on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self-sourced business from HNI clientele.
Key Responsibilities
Maintain Customer Relationship
  • Build sustainable relationships and trust with customer via open and interactive communication
  • Regular & timely interaction with the customer via various modes like calls, whatsapp, EDMs etc. as decided per the business plan
  • Explain customized proposition to the customer basis the important dates (Birthday, Term Renew etc.)
  • Perform annual protection review calls as per the timelines
Campaign Calling
  • Perform Segmented product based campaigns including GLIP, SWP, FWP and others
Perform Service Request Calls
  • Keep records of customer interactions and ensuring timely processing of client service request
  • Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
  • Provide accurate, valid and complete information by using the right methods/tools
  • Ensuring business hygiene by controlling vectors like 13th month persistency, incident rate and free-looking etc.
Essential Qualifications
  • Graduate
Good to Have
  • Certifications in Financial markets like - AMFI/CFP, Gender - Female (Preferred)
  • Minimum 1 Yrs. of experience in selling any financial products
Competence required
  • Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers
Job Description
Position
RM/PRM/SPRM/EPRM
No. of Positions
Department
Direct Sales Force
Function
CAT-Elite
Reporting to
Cluster Manager
Band
5/5A/5B/4
Location
-
Comp.
Job Summary
Is responsible for generating revenue by focussing on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self-sourced business from HNI clientele.
Key Responsibilities
Maintain Customer Relationship
  • Build sustainable relationships and trust with customer via open and interactive communication
  • Regular & timely interaction with the customer via various modes like calls, whatsapp, EDMs etc. as decided per the business plan
  • Explain customized proposition to the customer basis the important dates (Birthday, Term Renew etc.)
  • Perform annual protection review calls as per the timelines
Campaign Calling
  • Perform Segmented product based campaigns including GLIP, SWP, FWP and others
Perform Service Request Calls
  • Keep records of customer interactions and ensuring timely processing of client service request
  • Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
  • Provide accurate, valid and complete information by using the right methods/tools
  • Ensuring business hygiene by controlling vectors like 13th month persistency, incident rate and free-looking etc.
Essential Qualifications
  • Graduate
Good to Have
  • Certifications in Financial markets like - AMFI/CFP, Gender - Female (Preferred)
  • Minimum 1 Yrs. of experience in selling any financial products
Competence required
  • Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers

Employment Type: Full Time, Permanent

Functional Areas: Sales

Read full job description

Axis Max Life Insurance Interview Questions & Tips

Prepare for Axis Max Life Insurance Relationship Manager roles with real interview advice

Top Axis Max Life Insurance Relationship Manager Interview Questions

Q1. tax slabs and why anyone should buy a insurance policy rather then Invest in FD
Q2. how to motivate other persons to sell a insurance policy.
Q3. Can you handle pressure as there will be lot of pressure?
View all 88 questions

What people at Axis Max Life Insurance are saying

4.1
 Rating based on 121 Relationship Manager reviews

Likes

Great palace to work, supervisor's/hierarchy level staff is friendly, great work and personal life balance, only issue is salary/insensitive is less as early I had expected

  • Skill development - Good
  • +4 more
Dislikes

Some salary and incentives

Read 121 Relationship Manager reviews

Relationship Manager salary at Axis Max Life Insurance

reported by 498 employees
₹1.1 L/yr - ₹7 L/yr
8% less than the average Relationship Manager Salary in India
View more details

What Axis Max Life Insurance employees are saying about work life

based on 5.4k employees
52%
46%
54%
99%
Flexible timing
Monday to Saturday
Within city
Day Shift
View more insights

Axis Max Life Insurance Benefits

Job Training
Soft Skill Training
Health Insurance
Work From Home
Team Outings
Education Assistance +6 more
View more benefits

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