Job Description

  • Max Life Insurance Company Limited is looking for Relationship Associate - Bancassurance to join our dynamic team and embark on a rewarding career journey
  • A Relationship Associate in Bancassurance is a role within the banking sector that focuses on building and maintaining relationships with customers in relation to insurance products and services offered by the bank
  • Bancassurance refers to the distribution of insurance products through banks, leveraging their existing customer base and distribution channels

Here are the key responsibilities of a Relationship Associate in Bancassurance:

  • Customer Relationship Management: Relationship Associates in Bancassurance establish and maintain strong relationships with bank customers
  • They engage with customers to understand their insurance needs, provide information about available insurance products, and offer personalized solutions based on individual requirements
  • Insurance Product Knowledge: They develop a comprehensive understanding of the insurance products offered by the bank
  • This includes life insurance, health insurance, general insurance, and other relevant insurance solutions
  • They stay updated on product features, benefits, terms, and conditions to effectively communicate the offerings to customers
  • Sales and Cross-Selling: Relationship Associates actively promote and sell insurance products to bank customers
  • They identify cross-selling opportunities by analyzing customer profiles and financial needs
  • They explain the features and benefits of insurance products, address customer queries, and guide customers through the insurance purchasing process
  • Needs Analysis and Solution Design: They conduct needs analysis for customers to determine their insurance requirements
  • They assess the customer's risk profile, financial goals, and coverage needs
  • Based on the analysis, they design suitable insurance solutions that align with the customer's preferences and financial capabilities
  • Documentation and Application Processing: Relationship Associates assist customers with the completion of insurance application forms and related documentation
  • They ensure accuracy and completeness of information provided by customers and facilitate the smooth processing of insurance applications
  • Customer Service and Support: They provide ongoing customer service and support to address inquiries, claims processing, and policy servicing requirements
  • They act as a point of contact for customers throughout the insurance policy lifecycle, resolving any issues or concerns that may arise

Job Role :

Relationship Manager

Industry :


Qualification Required :


Experience Required :

1 - 3 Years

Location :


Gender Preference :


Required Skills :

Relationship Associate - Bancassurance

Job Detail:

Job Timing :

9:30 am - 6:30pm | Monday to Saturday

Interview Details :

11:00 am - 4:00pm | Monday to Saturday

Employer Contact Details:

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Job Summary
  • Location


  • Job Type

    Full Time

  • Salary

    ₹25000- ₹35000

  • Date Posted

    10 June,2024