Relationship Associate

2 days ago

Varanasi Uttar Pradesh, India AxisMaxlife Full time

**About Axis Max Life**:

- 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. - ** Job Description**-Job Code: Job Title:Relationship Associate Sales (Bancassurance - Sales AXIS) Band: 5
Reporting To: CTC : Department: Bancassurance

KEY RESPONSIBILITIES:

--Will be responsible for meeting sales target through Bank’s FOS.
- Will be responsible for maintaining relationships with all constituents in the Bank Branch
- Keeping accurate record of referrals received form all constituents in the bank branch.
- Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
- Shall approach him/herself at least 5 new customers in the bank branch each day.
- Increasing bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch’s customer base.
- Drive effectively the Reward and recognition programs launched for the bank staff.
- Shall train the bank staff regularly on concepts in life insurance and new product introductions.

MEASURES OF SUCCESS:

--Achieving Business Target milestones - AFYP / Blended premium, and no. of cases.
- Relationship with Bank Branch Manager
- Effective Lead generation and meet value / number targets

JOB REQUIREMENTS

MINIMUM/SPECIFIC EXPERIENCE:

--Graduate in any discipline
- Fresher’s are also eligible
- 1 to 2 yrs of overall exp. in sales with a minimum of 6 months work experience in the fields of Banca, Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship.
**State**Uttar Pradesh-** Branch**-Varanasi** Department**-Axis** Function**-Branch Banking - North 3** Posted On**
- 17-Sep-2025

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