Max Life Insurance Relationship Development Specialist

1 month ago


Mumbai, Maharashtra, India Max Life Insurance Full time
About the Role

We are seeking an exceptional individual to join our team as a Relationship Development Specialist. In this role, you will be responsible for managing relationships with Axis Cluster Heads, meeting sales targets through Bank$BG(Js Affluent Managers and Private Bankers, and maintaining strong relationships with their Supervisors.

Key Responsibilities
  • Oversee assigned Branch Affluent business and adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered.
  • Keep accurate records of referrals received from WMs and PBs.
  • Adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered.
  • Increase bank$BG(Js customer awareness about Life Insurance solutions and achieve targeted penetration on cross sell within the branch$BG(Js customer base.
  • Approach at least 3 new prospects each day.
  • Drive effective Reward and recognition programs launched for WMs and PBs.
  • Train WMs and PBs regularly on life insurance concepts and new product introductions.
About You

We are looking for someone who is passionate about relationship development, has excellent communication skills, and can work effectively in a fast-paced environment. If you have experience in sales or marketing, and are motivated to succeed, we encourage you to apply.

What We Offer

We offer a competitive salary of ₹50,000 - ₹70,000 per month, depending on experience, plus benefits such as medical insurance, retirement plan, and paid time off.



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