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Relationship Manager - CBG
Axis Max Life Insurance
posted 4d ago
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Flexible timing
Key skills for the job
Job Description
KEY RESPONSIBILITIES
"Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity."
- Will be responsible for meeting sales target through Bank s FOS.
- Will be responsible for maintaining relationships with all constituents in the Bank Branch
- Keeping accurate record of referrals received form all constituents in the bank branch.
- Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
- Shall approach him/herself at least 5 new customers in the bank branch each day.
- Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base.
- Drive effectively the Reward and recognition programs launched for the bank staff.
- Shall train the bank staff regularly on concepts in life insurance and new product introductions.
MEASURES OF SUCCESS
-
- Achieving Business Target milestones - AFYP / Blended premium, and no. of cases.
- Relationship with Bank Branch Manager
- Effective Lead generation and meet value / number targets
About Max Life Insurance
Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation.
Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel distribution including agency and third party distribution partners. Max Life has built its
operations over almost two decades through need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital.
As per public disclosures, during the financial year 2019-20, Max Life achieved gross written premium of Rs. 16,184 crore. As on 31st March 2020, the Company had Rs. 68,471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913,660 crore.
For more information, please visit the Companys website a t www.maxlifeinsurance.com
We Stand for
Caring
A compassionate leader who demonstrates appreciation for diversity in thoughts and approach towards people as well initiatives, eliminates biases to promote meritocracy. A coach who inspires people to excel and sets a culture of high performance.
Collaboration
Customer Obession
A leader who embodies Customer and keeps him at the core of all deliverables. Proactively anticipate customer needs and implement strategies to provide best in class customer experience.
Growth Mindset
An ambitious leader who can sponsor game changing ideas and rally the team to turn them into a reality. A leader who challenges the status quo, takes bold & creative actions to manage complex issues & achieve high impact goals by pushing self and others and raise the bar on performance.
People Leadership
A people s leader who inspires their teams to stretch themselves and achieve their true potential. A leader who create leaders by coaching, empowering & motivating them to deliver superior business outcomes.
"Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity."
Responsible to manage CBG chanel partner by visiting daily to their centres timely and build relationship to motivate them to get activate in retail life insurance business. Also responsible for persistency, SP activation and post sales service.
Employment Type: Full Time, Permanent
Read full job descriptionAxis Max Life Insurance Interview Questions & Tips
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What people at Axis Max Life Insurance are saying
Rating based on 121 Relationship Manager
reviews
Anonymous · Customer Success, Service & Operations
in Bathinda
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
Relationship Manager salary at Axis Max Life Insurance
reported by
481
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
Flexible timing
Monday to Saturday
Within city
Day Shift
Axis Max Life Insurance Benefits
Job Training 
Soft Skill Training 
Health Insurance 
Work From Home 
Team Outings 
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Relationship Associate - Bancassurance
0-5 Yrs
Varanasi, Bangalore / Bengaluru
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