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Relationship Associate
Max Life Insurance
posted 4mon ago
Job Role Insights
Flexible timing
Job Description
- 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 roleClient 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
Employment Type: Full Time, Permanent
Functional Areas: Banking/Insurance
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What Relationship Associate at Max Life Insurance are saying
Rating based on 257 Relationship Associate
reviews
Anonymous · BFSI, Investments & Trading
in Bargarh
It was a good company if u think not to extra fir the better future you are idol and sitting in a safe and stable life it's great.
- Salary - Good+2 more
In terms of transparency and management coordinate it's so poor.
- Work-life balance - Poor
Relationship Associate salary at Max Life Insurance
What Max Life Insurance employees are saying about work life
Max Life Insurance Benefits
Job Training 
Soft Skill Training 
Health Insurance 
Work From Home 
Team Outings 
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Relationship Associate - Bancassurance
0-8 Yrs
Varanasi, Bangalore / Bengaluru
