Manager - Elite Vertical
Axis Max Life Insurance · Mumbai
- Experience2–7 yrs
- SalaryNot disclosed
- Work modeonsite
- Levelmid
- Posted17 Sept 2026
About Axis Max Life Insurance
Axis Max Life Insurance is hiring in Mumbai in insurance. This role looks for around 2+ years of experience.
Skills
- customer acquisition
- portfolio management
- financial products
- cross-selling
- up-selling
The role
A wealth manager at an insurance and financial services company manages affluent customer portfolios, recommends financial products, and drives cross-selling and up-selling. Customer acquisition and portfolio growth support premium client relationships.
Full job description
Manage a portfolio of elite, premium, or high-value customers.
Develop strategies to acquire new customers within the target segment.
Build and maintain long-term relationships with key customers.
Understand customer financial requirements and recommend suitable banking or financial products.
Drive sales of deposits, loans, investments, insurance, cards, and other premium offerings.
Achieve assigned revenue, acquisition, and portfolio growth targets.
Identify cross-selling and up-selling opportunities within the customer portfolio.
Disclaimer: This job posting and Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.