Relationship Manager

Axis Max Life Insurance; Surat; On-site; INR 420,000 - 620,000; Full time

Job summary

Axis Max Life Insurance is seeking a dynamic sales professional in Gujarat to drive client engagement and tailor insurance solutions. You will build relationships, present products, and close policies while delivering exceptional service.

You'll identify new opportunities, collaborate with teams to resolve inquiries, and aim to exceed monthly and quarterly targets. Strong communication and CRM familiarity are essential for success in this role.

Qualifications

• Proven experience in sales and customer service, preferably in the insurance industry.
• Strong knowledge of life insurance products and policy terms.
• Excellent communication, interpersonal, and negotiation skills.
• Ability to work independently and in a team to achieve targets.
• Strong problem-solving and analytical skills for complex queries.
• Familiarity with CRM software and sales tools is an advantage.

Responsibilities

• Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions.
• Identify new business opportunities and generate leads through networking and referrals.
• Conduct product demonstrations and presentations to showcase the features and benefits of our products.
• Collaborate with internal teams to resolve client queries and issues promptly.
• Meet or exceed monthly and quarterly sales targets by selling insurance policies.
• Provide exceptional customer service to ensure high levels of client satisfaction and retention.

Skills

Sales experience

Customer service

Insurance knowledge

Communication skills

Negotiation

CRM software

Tools

CRM software

Sales tools

Job description

• Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions.
• Identify new business opportunities and generate leads through networking and referrals.
• Conduct product demonstrations and presentations to showcase the features and benefits of our products.
• Collaborate with internal teams to resolve client queries and issues promptly.
• Meet or exceed monthly and quarterly sales targets by selling insurance policies.
• Provide exceptional customer service to ensure high levels of client satisfaction and retention.

Job Requirements

• Proven experience in sales and customer service, preferably in the insurance industry.
• Strong knowledge of life insurance products and services, including policy terms and conditions.
• Excellent communication, interpersonal, and negotiation skills.
• Ability to work independently and as part of a team to achieve sales targets.
• Strong problem-solving and analytical skills to handle complex client queries.
• Familiarity with CRM software and other sales tools is an advantage.