Relationship Manager

Relationship Manager (RM) – Direct Channel (SPARC)

Job Summary

We are hiring experienced Relationship Managers (RM) for Axis Max Life Insurance – Direct Channel (SPARC).

The role involves managing an existing customer base, building strong long-term relationships, understanding customers financial goals and generating business through cross-sell and up-sell opportunities.

Customer leads/database will be provided by the company. Direct Channel SPARC JD

Key Responsibilities

- Manage customers from the company-provided database.

- Contact customers and schedule appointments.

- Conduct regular customer meetings.

- Understand customer financial goals and protection requirements.

- Recommend suitable life insurance and financial solutions.

- Identify cross-sell and up-sell opportunities.

- Achieve monthly revenue and premium collection targets.

- Drive renewal premium collection.

- Maintain and improve customer retention.

- Resolve customer service requests effectively.

- Build and strengthen relationships with the allocated customer base.

- Improve lead-to-conversion performance.

- Provide financial planning assistance based on customer requirements.

- Maintain proper customer interaction and system updates. Direct Channel SPARC JD

Eligibility Criteria

- Graduate mandatory.

- Minimum 1.5 years of Life Insurance experience.

- Strong customer-facing sales experience.

- Good knowledge of insurance products and customer relationship management.

- Maximum age: 33 years.

- Freshers are not eligible.

- Strong communication and interpersonal skills.

- Target-oriented and result-focused approach.

- Basic computer knowledge.

- English and regional language communication preferred.

The shared JD emphasizes graduate qualification, Life Insurance exposure, customer centricity, relationship building, process orientation and communication skills. Direct Channel SPARC JD

Current Openings

South = 14 openings

- Bangalore – JP Nagar: 2

- Cochin & Madurai: 3

- Chennai – Mylapore: 1

- Trichy: 1

- Goa – Panjim: 7

West = 13 openings

- Surat: 2

- Ahmedabad: 1

- Mehsana: 1

- Rajkot: 1

- Mumbai – Nahur West: 4

- Mumbai – Andheri: 2

- Mumbai – Malad: 2

Total Openings = 27

Note: The 27 openings are shown in the shared requirement as a combined pool across SO / AM / DM / RM, not as 27 vacancies confirmed exclusively for RM.

Key Performance Expectations

- Achievement of monthly business and revenue targets.

- Cross-sell and up-sell conversion.

- Premium and renewal collection.

- Customer retention.

- Customer satisfaction.

- Timely complaint resolution.

- Regular customer meetings.

- Proper process and system adherence.

- More than 90% attendance.

- Functional training score of 80% or above.