Relationship Associate

Max Life Insurance Company Limited is looking for Relationship Associate to join our dynamic team and embark on a rewarding career journey

• A Relationship Associate typically refers to a role within the financial services industry, particularly in banking or investment firms
• As a Relationship Associate, your primary responsibility is to support and manage client relationships to ensure customer satisfaction and promote business growth

Here are some common duties and responsibilities associated with the role

• Client Relationship Management Building and maintaining strong relationships with clients is a key aspect of the role
• Relationship Associates interact with clients to understand their financial needs, provide personalized service, address inquiries or concerns, and offer appropriate solutions or recommendations
• Account Management Relationship Associates oversee client accounts, including opening new accounts, updating account information, and processing transactions
• They ensure accurate record-keeping and handle any account-related administrative tasks
• Financial Advisory Support Relationship Associates assist clients by providing basic financial advice and guidance
• They may explain investment options, discuss risk tolerance, and help clients make informed decisions based on their financial goals
• Cross-Selling and Upselling Relationship Associates identify opportunities to cross-sell or upsell additional products or services to existing clients
• This involves analyzing client needs and suggesting relevant solutions that align with their financial objectives
• Product Knowledge It is important for Relationship Associates to have a deep understanding of the financial products and services offered by their organization
• They should be able to explain product features, benefits, and associated risks to clients