Assistant Relationship Manager - Broca

Axis Max Life Insurance Limited; West Bengal; On-site; INR 300,000 - 600,000; Full time

Job summary

Axis Max Life Insurance is seeking an Assistant Relationship Manager - Broca to assist clients with their insurance needs and ensure exceptional service. You will support the relationship management team, help achieve sales targets, and coordinate with various departments to facilitate smooth customer experiences.

Presentations and product demonstrations will help clients understand policy benefits. You will also maintain accurate client records and provide timely updates on policy changes and

Qualifications

• Strong communication and interpersonal skills.
• Good analytical and problem-solving abilities.
• Customer-oriented with a proactive approach.
• Ability to work independently and as part of a team.
• Detail-oriented and organized.

Responsibilities

• Assist in managing client relationships and addressing their inquiries
• Support the team in achieving sales targets and business goals
• Conduct product presentations and explain policy details to clients
• Collaborate with internal teams for efficient service delivery
• Maintain accurate records of client interactions and transactions
• Provide clients with updates on policy changes and new products
• Ensure compliance with company policies and regulatory requirements

Skills

Communication

Interpersonal

Analytical

Problem solving

Customer focus

Independent work

Teamwork

Detail oriented

Tools

CRM software

MS Office

Insurance management software

Email/Video conferencing

Job description

Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a joint venture between Max Financial Services Limited (“MFSL”) and Axis Bank Limited.

Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery, and a well-trained human capital.

Axis Max Life has been consistently ranked among the best workplaces by the GPTW Institute, reflecting its commitment to creating a positive and empowering work environment.

#ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply

Job Description

Job Title: Assistant Relationship Manager - Broca
Company Name: Axis Max Life Insurance
Job Description:

As an Assistant Relationship Manager at Axis Max Life Insurance, you will be responsible for assisting clients with their insurance needs and ensuring they receive exceptional service. You will support the relationship management team in achieving sales targets, managing client relationships, and providing guidance on insurance products. Your role will involve coordinating with different departments to facilitate smooth customer experiences and ensure timely resolution of queries. You will also be responsible for conducting presentations and product demonstrations to clients, helping them understand the benefits of various insurance policies.

Key Responsibilities

• Assist in managing client relationships and addressing their inquiries
• Support the team in achieving sales targets and business goals
• Conduct product presentations and explain policy details to clients
• Collaborate with internal teams for efficient service delivery
• Maintain accurate records of client interactions and transactions
• Provide clients with updates on policy changes and new products
• Ensure compliance with company policies and regulatory requirements

Skills Required

• Strong communication and interpersonal skills
• Good analytical and problem-solving abilities
• Customer-oriented with a proactive approach
• Ability to work independently and as part of a team
• Detail-oriented and organized

Tools and Technologies

• Customer Relationship Management (CRM) software
• Microsoft Office Suite (Word, Excel, PowerPoint)
• Insurance management software
• Communication tools (email, phone, video conferencing)

This position offers an opportunity for professional growth in the insurance industry, where you can develop your skills and advance your career in relationship management.