Relationship Manager - Affluent Banking

Axis Max Life Insurance · Mumbai

  • Experience0–5 yrs
  • SalaryNot disclosed
  • Work modeonsite
  • Levelfresher
  • Posted21 Sept 2026

About Axis Max Life Insurance

Axis Max Life Insurance is hiring in Mumbai in insurance. This role looks for around 0+ years of experience.

Skills

  • wealth management
  • financial services
  • customer service
  • prospecting
  • networking
  • sales

The role

A wealth manager at an insurance company develops affluent client relationships and expands portfolios through wealth management and financial services, while delivering personalized customer service and prospecting for new opportunities.

Full job description

Develop and maintain strong relationships with high net worth individuals to drive sales growth.

Identify new business opportunities and expand existing client relationships through effective networking and prospecting.

Collaborate with internal teams to deliver tailored banking solutions that meet clients' financial goals.

Provide exceptional customer service and support to ensure client satisfaction and retention.

Stay up-to-date with industry trends and competitor activity to identify market opportunities.

Achieve sales targets and contribute to the growth of the Affluent Banking team.

Disclaimer: This job posting 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.