Relationship Manager

Company Description Axis Max Life Insurance Limited, formerly Max Life Insurance Company Limited, is a joint venture between Max Financial Services Limited, part of the Max Group, and Axis Bank Limited. The company offers comprehensive protection and long-term savings life insurance solutions through multiple channels, including agency and third-party distribution partners. With an individual death claims paid ratio of 99.8% in FY25-26 and assets under management of Rs. 200,000 crore, Axis Max Life Insurance Limited is a trusted provider in the Indian life insurance sector. The organization follows a need-based sales process, maintains a customer-centric approach, and invests in trained human capital built over nearly two decades. Additional information about products, services, and contact options is available at www.axismaxlife.com.
Role Description The Relationship Manager is a full-time, on-site role based in Ahmedabad. The role involves managing and deepening relationships with existing and prospective customers, understanding their financial protection and savings needs, and recommending suitable life insurance solutions. The Relationship Manager will support sales targets by generating leads, conducting customer meetings, and ensuring timely follow-up and policy issuance. Responsibilities include coordinating with internal teams and distribution partners, maintaining accurate records of customer interactions in CRM systems, and ensuring compliance with regulatory and company guidelines. The role also includes providing ongoing service support, handling customer queries, and promoting a positive customer experience throughout the policy lifecycle.
Qualifications
Strong customer relationship management and client servicing skills, with the ability to understand customer needs and build long-term trust.
Sales and business development capabilities, including lead generation, negotiation, and achievement of defined targets.
Effective communication and interpersonal skills, with proficiency in presenting financial solutions clearly and professionally.
Basic financial understanding and interest in insurance and investment products; prior experience in life insurance or financial services is an advantage.
Ability to work on-site in Ahmedabad, manage time efficiently, and maintain accurate documentation and reporting.
Graduate degree in any discipline; a degree in finance, business, or related fields is preferred.
Comfort with using computers, CRM tools, and digital channels for customer engagement and internal coordination.

Work arrangement
No