Here is a clear and professional Job Description for an Axis Bank – Max Life Insurance Advisor.(You can copy-paste it into a JD format or let me customize it for your company.)---Job Title: Insurance AdvisorCompany: Axis Bank (On-roll/Off-roll) – Max Life InsuranceLocation: [Insert Location]Job SummaryThe Insurance Advisor is responsible for promoting and selling Max Life Insurance products to Axis Bank customers. The role involves understanding client needs, providing suitable insurance solutions, maintaining strong customer relationships, and helping clients achieve financial protection and long-term savings goals.---Key ResponsibilitiesSales & Business DevelopmentIdentify customer needs and recommend the appropriate Max Life Insurance products.Generate leads through Axis Bank branch walk-ins, customer databases, and referrals.Achieve monthly and quarterly sales targets for life insurance policies.Conduct regular follow-ups to convert leads into sales.Customer Relationship ManagementBuild strong relationships with bank staff and customers to ensure consistent business flow.Provide excellent customer service and post-sales support.Assist customers with policy documentation, premium payments, and claims guidance.Collaboration & Branch SupportWork closely with Axis Bank branch staff to drive insurance penetration.Conduct financial planning sessions and insurance awareness workshops for customers.Coordinate with Max Life internal teams for underwriting, training, and operations.Compliance & ProcessEnsure adherence to all regulatory guidelines (IRDAI) and company policies.Maintain accurate records of customer interactions and sales activities.Complete mandatory training and certification required for life insurance sales.---Skills & CompetenciesStrong communication and interpersonal skillsSales and negotiation abilitiesCustomer-centric attitudeBasic understanding of financial productsGoal-oriented and self-motivatedAbility to work with bank staff collaboratively---QualificationsMinimum: 12th pass (Graduation preferred)Age: 18+Experience in banking, finance, or insurance sales (preferred but not mandatory)Must be IRDAI-certified (or willing to obtain certification)---BenefitsAttractive commission-based incomeIncentives and rewards for high performersFlexible working hoursCareer growth in the financial and insurance industryTraining and development support from Max Life InsuranceIf you want, I can format this as a one-page JD, a PDF-style format, or tailor it based on on-roll/off-roll, salary details, or your organization’s tone.
Other Details
- It is a Full Time Sales / Business Development job for candidates with 6 months - 1 years of experience.
More about this Insurance Advisor job
What is the eligibility criteria to apply for this Insurance Advisor job?
Ans: The candidate should be 12th Pass and above and above with 6 months - 1 years of experience of experience
How much salary can I expect for this job role?
Ans: You can expect a salary of ₹30000 - ₹50000 per month that depends on your interview. It's a Full Time job in Bangalore.
How many working days are there for this Insurance Advisor job?
Ans: This Insurance Advisor job will have 6 working days.
Are there any charges applicable while applying or joining this Insurance Advisor job?
Ans: No, there is no fee applicable for applying this Insurance Advisor job and during the employment with the company, i.e., Axis Max Life Insurance.
Is it a work from home job?
Ans: No, it’s not a work from home job and can't be done online.
How many openings are there for this Insurance Advisor role?
Ans: There is an immediate opening of 50 Insurance Advisor at Axis Max Life Insurance
Who can apply for this job?
Ans: Both Male and Female candidates can apply for this Sales / Business Development job.
What are the timings of this Insurance Advisor job?
Ans: This Insurance Advisor job has 09:00 AM - 06:00 PM timing.
Candidates can call HR for more info.