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Relationship Associate - Bancassurance

12/6/2025

The Relationship Associate is responsible for managing relationships with Axis Branch Sellers and converting leads into quality business. They must ensure adherence to processes, timely coordination with management, and maintain customer satisfaction.

Working Hours

40 hours/week

Company Size

10,001+ employees

Language

English

Visa Sponsorship

About The Company

Axis Max Life Insurance Limited (earlier known as Max Life Insurance Company Limited) is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi-business corporation. Axis Max Life Insurance Limited has an individual claims paid ratio of 99.65% as per the annual audited financials for FY23-24. We offer comprehensive protection and long-term savings life insurance solutions, through our multichannel distribution including agency and third party distribution partners. You can reach us at our: Customer Service Helpline - 1860 120 5577 (9:00 AM to 6:00 PM Monday to Saturday) or, Write to us at Service.helpdesk@maxlifeinsurance.com. You can also contact us through our portal https://www.maxlifeinsurance.com/contact-us/write-to-us.html. Axis Max Life Insurance Limited has built its operations over almost two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per public disclosures, during the financial year 2023-24, • As on 31st March 2024 the Company had Rs. 150,836 crore of assets under management(AUM), and • A Sum Assured in Force of Rs. 1,779,409 crore. For more information, please visit the Company's website at www.maxlifeinsurance.com

About the Role

Managing relationship with Axis Branch Sellers and thereby meeting target through Bank’s FOS

Responsible for managing the leads generated from Branch and thereby convert into quality business.

Must ensure selling through E platform.

Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain.

Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.

Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers.

Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions.

Shall be responsible for making active the branch banking sellers and thereby achieving the activation target

Ensuring LMS usage as Tracking Mechanism on line and follow up Calls.

Managing relationship with Axis Branch Sellers and thereby meeting target through Bank’s FOS

Responsible for managing the leads generated from Branch and thereby convert into quality business.

Must ensure selling through E platform.

Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain.

Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.

Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers.

Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions.

Shall be responsible for making active the branch banking sellers and thereby achieving the activation target

Ensuring LMS usage as Tracking Mechanism on line and follow up Calls.

Key Skills

Relationship ManagementLead GenerationSalesE-Platform SellingCustomer Follow-UpTraining CoordinationInsurance KnowledgeActivation Target AchievementProcess AdherenceCustomer Complaint ManagementTracking MechanismPersistency ManagementCommunication SkillsTeam CoordinationTime ManagementProblem Solving