Relationship Manager - Broca

Axis Max Life Insurance Limited; Tamil Nadu; On-site; INR 600,000 - 900,000; Full time

Job summary

Axis Max Life Insurance is seeking a Relationship Manager for the Broca channel to manage and nurture client relationships, assess insurance needs, and present tailored solutions. You will proactively engage clients, conduct regular follow-ups, and support onboarding and renewals while staying informed about products and market trends.

The role emphasizes strong communication, sales acumen, and the ability to work with internal teams to deliver exceptional service and drive growth in the

Qualifications

• Strong interpersonal and communication skills.
• Proven sales and negotiation skills.
• Customer-focused mindset with ability to build relationships.
• Proficient in MS Office and CRM.

Responsibilities

• Develop and maintain strong relationships with clients in the Broca channel.
• Identify client insurance needs and recommend suitable products and services.
• Conduct client meetings and presentations to explain product offerings.
• Ensure timely follow-up on client inquiries and requests.
• Collaborate with internal teams to deliver exceptional service and support.
• Support client onboarding and renewal processes.
• Achieve individual and team sales targets.
• Stay updated on market trends and competitor offerings.
• Provide feedback to management on service improvements and client needs.

Skills

Communication skills

Customer focus

Sales experience

Negotiation

Relationship management

Problem solving

Teamwork

Organizational skills

Independent work

Tools

CRM software

MS Office

Insurance software

Communication tools

Data analysis tools

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

Company Name: Axis Max Life Insurance

Job Title: Relationship Manager - Broca

The Relationship Manager - Broca will be responsible for managing and nurturing client relationships within the Broca channel. This role involves working closely with clients to understand their insurance needs, providing them with tailored solutions, and ensuring high levels of customer satisfaction. The Relationship Manager will engage in proactive outreach to clients, conduct regular follow-ups, and facilitate the onboarding process for new clients. Additionally, the role includes maintaining a comprehensive understanding of Axis Max Life Insurance products and services, keeping abreast of industry trends, and contributing to the team's sales targets.

Key Responsibilities:

• Develop and maintain strong relationships with clients in the Broca channel.
• Identify client insurance needs and recommend suitable products and services.
• Conduct client meetings and presentations to explain product offerings.
• Ensure timely follow-up on client inquiries and requests.
• Collaborate with internal teams to deliver exceptional service and support.
• Support client onboarding and renewal processes.
• Achieve individual and team sales targets.
• Stay updated on market trends and competitor offerings.
• Provide feedback to management on service improvements and client needs.

Skills Required:

• Strong interpersonal and communication skills.
• Excellent problem-solving abilities and analytical skills.
• Ability to work independently and in a team environment.
• Proven sales and negotiation skills.
• Customer-focused mindset with a dedication to exceeding client expectations.
• Strong organizational skills, with the ability to manage multiple tasks simultaneously.

Tools Required:

• Customer Relationship Management (CRM) software.
• Microsoft Office Suite (Word, Excel, PowerPoint).
• Insurance industry software and systems.
• Communication tools (e.g., email, video conferencing).
• Data analysis tools for performance tracking and reporting.

This position is suited for a dynamic individual who is passionate about building client relationships and driving business growth in the insurance sector. If you are committed to delivering high-quality customer service and have a strong sales background, we would love to hear from you.