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4.1

based on 5.1k Reviews

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12 Max Life Insurance Relationship Manager Jobs

Relationship Manager - Affluent Banking

3-6 years

₹ 2.5 - 5.6L/yr (AmbitionBox estimate)

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This is an estimate of the average salary range for this position. It has not been reviewed by the company, and the actual salary may differ.

Chennai

1 vacancy

Relationship Manager - Affluent Banking

Max Life Insurance

posted 17hr ago

Job Description

The job holder is a key member of affluent team and responsible for managing the Sales though the Axis Bank Affluent Team
And will work closely with the RM of Axis Affluent team, Customer Servicing and to ensure the timely delivery of high value, compliant high quality services, ensure delivery of business and training of Axis Affluent Team.
KEY RESPONSIBILITIES-
  • Relationship Management with the Axis Cluster Head also will be responsible for meeting sales target through Bank s Affluent Managers and maintaining relationships with their Supervisors, and ensures business targets are achieved.
  • Working closely with Branch Banking Team and Axis Affluent Head to drive the LI business.
  • Overseeing assigned Branch Affluent business and Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered, govern input activity at branch and zone level.
  • Train and develop the Affluent team on wide range of Max life product offerings including LI concept, new product launch, Business insurance and latest developments in the financial market
  • Responsible for increase bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base, Shall approach him / herself at least 3 new prospects each day
  • Drive effectively the Reward and recognition programs launched for WMs and PBs
Measures of Success-
  • Business Plan-
Adj MFYP (Rs.) - Plan v/s Actuals
  • Activation plan-
Seller Activation (%) - Plan Vs Actual
  • Persistency-
15th month Persistency (%) - >82.5 (By Value)
Joint Calls /Effective Management of Process-
Key competencies/skills required
Relationship Management, Effective Management of Process
Desired qualification and experience-
  • Master of Business Administration from a premier business school or equivalent.
  • 3-6 years of experience in Distribution, HNI and Affluent Channel Management, Prior experience in insurance essential.
  • Result Orientation, Innovation, Customer Centricity, Problem Solving & Decision Making, Business Acumen

Employment Type: Full Time, Permanent

Read full job description

Max Life Insurance Interview Questions & Tips

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Top Max Life Insurance Relationship Manager Interview Questions

Q1. How married women act is beneficial for Bussiness men
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Q3. Appraisals how many in last designation
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What Relationship Manager at Max Life Insurance are saying

4.1
 Rating based on 108 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

Dislikes

Some salary and incentives

Read 108 reviews

Relationship Manager salary at Max Life Insurance

reported by 337 employees
₹1.1 L/yr - ₹7 L/yr
8% less than the average Relationship Manager Salary in India
View more details

What Max Life Insurance employees are saying about work life

based on 5.1k employees
52%
46%
54%
99%
Flexible timing
Monday to Saturday
Within city
Day Shift
View more insights

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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