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Job Title


Relationship Associate - Liabilities Sales


Company : Max Life Insurance


Location : Gwalior,


Created : 2026-04-17


Job Type : Full Time


Job Description

Job Description - Client Relationship Management: Build and maintain strong relationships with existing clients to understand their financial needs and provide them with appropriate liability products and solutions - New Client Acquisition: Identify and prospect potential customers to expand the client base - This may involve networking, referrals, cold calling, and conducting sales presentations - Product Knowledge: Develop a deep understanding of the bank's liability products and stay updated with new offerings and features - Be able to articulate the benefits and advantages of different products to clients - Needs Analysis: Conduct thorough financial needs analysis for clients to assess their requirements and recommend suitable liability products and services accordingly - Cross-selling and Upselling: Identify opportunities to cross-sell or upsell other banking products or services based on the client's financial situation and needs - Sales Targets: Work towards achieving individual and team sales targets set by the bank or financial institution - Compliance and Regulations: Ensure compliance with all internal and external regulatory guidelines and policies while selling liability products and handling customer information - Documentation: Handle all necessary paperwork, documentation, and account opening processes for new clients Role: Branch Sales Executive Industry Type: Insurance Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: Enterprise & B2B Sales Education UG: Any Graduate PG: Any Postgraduate