We are looking for ambitious and self-motivated individuals to join us as Life Insurance Advisors. This is a high-reward, commission-based opportunity where your income potential is unlimited, and top performers can earn attractive incentives, bonuses, and international trips upon achieving targets. Key Responsibilities: *Identify and approach potential clients for life insurance solutions. *Provide financial planning advice, including child education planning, retirement planning, and wealth protection. *Recommend suitable life insurance policies based on clients' needs. *Build long-term relationships with clients and offer post-sales support. *Stay updated on insurance products and market trends. *Achieve sales targets to qualify for high commissions, incentives, and foreign trips. Income & Rewards: ✅ Commission-Based Earnings – Unlimited income potential with no fixed salary cap. ✅ Performance-Based Incentives – Earn additional bonuses for achieving monthly and annual targets. ✅ Luxury Foreign Trips – Get opportunities to travel abroad on achieving high sales targets. ✅ Recognition & Awards – Be rewarded with trophies, cash prizes, and industry recognition. Who Can Apply? *No prior experience required; training will be provided. *Sales/marketing experience is a plus but not mandatory. *Strong communication and interpersonal skills. *Self-driven, goal-oriented, and eager to achieve financial success. Why Join? *Be Your Own Boss – Work at your own pace and enjoy a flexible schedule. *Financial Growth – No income limit; the harder you work, the more you earn. *Exciting Perks – Earn luxury vacations, gifts, and high commissions. *Career Development – Get professional training and long-term career opportunities. If you want financial freedom, unlimited earning potential, and exciting rewards, join us as a Life Insurance Advisor today! Job Types: Full-time, Part-time, Fresher, Contractual / Temporary, Freelance, Volunteer Contract length: 1 day Pay: Up to ₹80,000.00 per month Supplemental Pay: Commission pay Performance bonus Quarterly bonus Yearly bonus Education: Bachelor's (Required) Experience: Insurance sales: 2 years (Preferred) Location: Vapi, Gujarat (Required) Work Location: In person
We are looking for ambitious and self-motivated individuals to join us as Life Insurance Advisors. This is a high-reward, commission-based opportunity where your income potential is unlimited, and top performers can earn attractive incentives, bonuses, and international trips upon achieving targets. Key Responsibilities: *Identify and approach potential clients for life insurance solutions. *Provide financial planning advice, including child education planning, retirement planning, and wealth protection. *Recommend suitable life insurance policies based on clients' needs. *Build long-term relationships with clients and offer post-sales support. *Stay updated on insurance products and market trends. *Achieve sales targets to qualify for high commissions, incentives, and foreign trips. Income & Rewards: ✅ Commission-Based Earnings – Unlimited income potential with no fixed salary cap. ✅ Performance-Based Incentives – Earn additional bonuses for achieving monthly and annual targets. ✅ Luxury Foreign Trips – Get opportunities to travel abroad on achieving high sales targets. ✅ Recognition & Awards – Be rewarded with trophies, cash prizes, and industry recognition. Who Can Apply? *No prior experience required; training will be provided. *Sales/marketing experience is a plus but not mandatory. *Strong communication and interpersonal skills. *Self-driven, goal-oriented, and eager to achieve financial success. Why Join? *Be Your Own Boss – Work at your own pace and enjoy a flexible schedule. *Financial Growth – No income limit; the harder you work, the more you earn. *Exciting Perks – Earn luxury vacations, gifts, and high commissions. *Career Development – Get professional training and long-term career opportunities. If you want financial freedom, unlimited earning potential, and exciting rewards, join us as a Life Insurance Advisor today! Job Types: Full-time, Part-time, Fresher, Contractual / Temporary, Freelance, Volunteer Contract length: 1 day Pay: Up to ₹80,000.00 per month Supplemental Pay: Commission pay Performance bonus Quarterly bonus Yearly bonus Education: Bachelor's (Required) Experience: Insurance sales: 2 years (Preferred) Location: Vapi, Gujarat (Required) Work Location: In person
3 year+ Sales Experience Person Only Minimum Qualification Graduate Preferred profile Agency Sales Fild Work Job Types: Full-time, Permanent Pay: ₹176,131.14 - ₹382,866.21 per year Benefits: Health insurance Life insurance Paid sick time Paid time off Provident Fund Schedule: Day shift Morning shift Weekend availability Supplemental Pay: Performance bonus Quarterly bonus Yearly bonus Education: Master's (Required) Experience: Agency sales : 3 years (Required) License/Certification: Driving Licence (Required) Location: Vapi, Gujarat (Required) Work Location: In person
CAT PRIORITY SPARC - JD JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Customer leads will be provided by company. KEY RESPONSIBILITIES Drive Revenue through Cross sell / Up sell Focus on cross-sell & up-sell opportunity in every lead allocated from HO team Drive productivity measures like lead to conversion ratio. Exceed month on month revenue target & collection target Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Customer Service/Retention through relationship management Timely & effectively resolve service requests of customers. Drive renewal collection on allocated base. Ensure retention of his/her allocated Book of Relations (existing customer database). Establishing and strengthening relationship with the allocated customer base. Identify financial goals of customers and providing financial planning assistance. MEASURES OF SUCCESS TAT adherence for updating System - CSG Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket: 25-32 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language
JOB SUMMARY: Responsible for Contest Management/Dashboards in Distribution patch of BPMA. Responsible for driving automation of reports through Python/Power BI/SQL/VBA etc. KEY RESPONSIBILITIES: Publish MIS for monitoring performance Data Retrieval & Collation from Cross functional teams & IT Publish accurate and timely Contest and R&R for channels / key relationships & other Functions. Gather, Analyze, and compile data needed to identify trends and patterns, then make recommendations for business actions. Quality Assurance & Compliance of Contest and R&R reporting system and collation of data inputs Conceptualize and Design Templates for New dashboard/ reports along with customer under the Performance Management framework Adhering to agreed TAT and accuracy of the data request To consistently & accurately populate various dashboards as per plan & fulfill adhoc requirement Data Analysis Data analytics for Management support and decision making Provide quality trend analysis for management decision-making Suggest corrective measures/new means to manage outages Handle Ad-hoc analysis requirements for the senior management team. Automation Reduce workload of existing reports via automation Optimize current bandwidth & increase efficiency Adopt New tool / technologies MEASURES OF SUCCESS: Consistency & Timeliness as per plan for Dashboard publishing Quality of Contest and R&R /Dashboards /reports conceptualized under Performance framework Work as per defined timelines Customer Engagement and Feedback Coordination and Relationship within and outside the function Supervisor Feedback. DESIRED QUALIFICATIONS AND EXPERIENCE: 3 - 4 years of relevant experience Graduate/PG Good Communication skills Good analytical skills with ability to Collate and Analyze Large Amount of Data Learning Agility Understanding of MS-Access / Advance Excel / Contest and R&R Knowledge of Macros, VB/SQL, Python is required (Power BI or any visualization tool would be an added advantage)
Role & responsibilities Managing office administration assets and upkeep of the same. Agents Contracting New Business Processing Banking of Initial & Renewal Premium Managing Petty cash & vendor payments Retention of Surrender Requests Execution of all Service Requests - Post Policy Issuance Reverting on customer queries and complaints Maintaining high NPS Scores Life and Health Claims processing Handling compliance issues Audit Rating Preferred candidate profile Graduate / Post-Graduate in any discipline. 2-3 years experience handling front end customer services Knowledge of service quality is required
Role & responsibilities Managing office administration assets and upkeep of the same. Agents Contracting New Business Processing Banking of Initial & Renewal Premium Managing Petty cash & vendor payments Retention of Surrender Requests Execution of all Service Requests - Post Policy Issuance Reverting on customer queries and complaints Maintaining high NPS Scores Life and Health Claims processing Handling compliance issues Audit Rating Preferred candidate profile Graduate / Post-Graduate in any discipline. 2-3 years experience handling front end customer services Knowledge of service quality is required
Role & responsibilities Managing office administration assets and upkeep of the same. Agents Contracting New Business Processing Banking of Initial & Renewal Premium Managing Petty cash & vendor payments Retention of Surrender Requests Execution of all Service Requests - Post Policy Issuance Reverting on customer queries and complaints Maintaining high NPS Scores Life and Health Claims processing Handling compliance issues Audit Rating Preferred candidate profile Graduate / Post-Graduate in any discipline. 2-3 years experience handling front end customer services Knowledge of service quality is required
JOB SUMMARY Define the vision and roadmap for business intelligence team and champion data culture within Axis Max Life. Lead and enable transformation to embrace automation and providing concise & real-time insights. Responsible for delivery of accurate and timely reports / dashboards. Coach and mentor the team to continuously improve skills and capabilities. Lead a team of 3+ professionals, including partners. KEY RESPONSIBILITIES Handle distribution reporting requirements across functions and job families for enabling strategic priorities and performance management. Responsibilities also include supporting CXO reports and dashboards Ensure timely & accurate delivery of reporting across functions and roles. Proactively identify opportunities to automate reporting requirements and build delivery capabilities on digital information assets in liaison with technology function. Integrate analytics with reporting assets. Drive data democratization culture by designing data assets. Collaborate to design and build data products for distribution teams. Partner with data team to build data infrastructure necessary to facilitate efficient analysis, reporting and is relevant with the needs of the organization. Develop, coach and mentor team to become best in class business intelligence team. Education: Masters degree (M. Sc., M. Tech., MBA or any quantitative field) Experience: Financial services exposure is desirable and preferred. Python & SQL. Power BI would be an advantage At least 6-8 years of relevant experience in working in business reporting teams. Key competencies/skills required Demonstrated experience of working with senior leadership / management. Experience in standardizing, streamlining and automating business reporting. Technical proficiency in BI tech stack SQL Server reporting services, SAP BO, Python etc. Have experience with open source BI tools. Well versed with data architecture / data warehousing / data lakes. Domain understanding of BFSI industry. Excellent interpersonal skills, strong verbal and written communication skills.
JOB SUMMARY This position is responsible managing demand management & transformation projects across departments. This role will also be responsible for implementing processes, building demand management office, defining metrics, reporting & tracking benefits KEY RESPONSIBILITIES 1. RESOURCE & SCHEDULE PLANNING: As a PM, you will help in defining the projects scope, come up with realistic estimates & evaluate the team capabilities, by developing a clear & concise plan to execute the project & monitor its progress 2. ANALYZING AND MANAGING PROJECT RISK: Proactively identify risk related to schedule, resource and financial. Track projects and proactively informs the management of any potential slippages, hurdles and concerns. With key focus on: Project Planning and definition Tracking project schedules Tracking interdependencies across projects 3. CONTROLLING TIME MANAGEMENT: set realistic deadlines, and how to communicate them consistently to their teams. Hence, you will be effectively doing the followings, define activity, Sequence activity, Estimate the duration of the activity, develop a schedule & Maintain a schedule 4. ORGANIZING AND MOTIVATING A PROJECT TEAM: Develop clear, straightforward plan that stimulates team to reach their full potential. 5. COMMUNICATION: Create regular cadence for stage gate & SteerCom meetings for all tier 1 projects. Weekly Status reporting, Documentation for audit 6. FINANCIALS: Manage & Control project financials 7. Demand Management Work with various teams in technology and business to collate demand. Work closely with the business to understand the value realization from each technology initiative Liaison with the FP&A team to align on total capex outlays available Conduct prioritization sessions with the COO, CDO, CDIO and other leaders to align the demand to available funds. Assess each business case on merit, understanding the business drivers, strategy and margin / costs assumptions. Track the business benefits and value realization. Preferred candidate profile Key competencies/skills required Effective Communication: Excellent communication and coaching skills Relationship Management: Ability to establish and maintain effective working relationships with cross functional teams. Excellent problem solving and stakeholder management skills Organized Detail oriented with ability to identify priorities. Desired qualification and experience B.E/B.Tech/Graduate/ Post Graduate from reputed college 8-10 yrs of relevant experience. PMP, ITIL certified preferred Strong Project Management experience Should have understanding of technology and business acumen Team player Must be able to work with a team of vendors and internal team to deliver superior results. Good knowledge of budgeting and resource allocation procedures The ability to work positively with the wide range of individuals involved in programme management The ability to find innovative ways to resolve problems About Max Life Insurance: ''Max Life Insurance, one of the leading non-bank promoted private life insurers, is a joint venture between Max Financial Services Ltd. and Axis Bank. Max Life Insurance offers comprehensive long term savings, protection and retirement solutions through its high quality agency distribution and multi-channel distribution partners. A financially stable company with a strong track record over the last 15 years, Max Life Insurance offers superior investment expertise. Max Life Insurance has the vision 'To be the most admired life insurance company by securing the financial future of our customers'. The company has a strong customer-centric approach focused on advice-based sales and quality service delivered through its superior human capital. In the financial year 2016, Max Life recorded Gross Written Premium of Rs. 9,216 crore with sum assured of Rs. 2,71,633 crore and Asset Under Management of Rs. 35,824 crore as on 31st March 2016."
Hiring for Agency Development Manager in Max Life Insurance Co. Ltd Criteria Graduate. with 2 Years in NBFC preferred OR any Sales. At least 6 months tenure in the current Organization CTC: 2.25. Lakhs To 4 Lakh + Incentives + World Class Training (3 STAR Properties) Job Description Recruiting New Financial Advisor & Agency Associate Partner. Responsible for clearing the exam of IC33. Making new license for the company. Providing product knowledge. Responsible for training to Financial Advisor. Train, motivate & mentor the sales team. To ensure the fulfillment of budgetary expectations of the organization. Eligibility: Any Graduate/ MBA can apply for this position. A person with sales experience is required. Contact: Surbhi- 8448804875 surbhi.choudhary@axismaxlife.com
R ole Summary: The role involves managing the Program Office and working closely with Axis Max Life CXOs, especially with CEO and CFO, as well as Axis Max Life Board and Shareholders. This is a high visibility role which requires a detail/task/project-oriented person who can assume a variety of roles and responsibilities in the areas of Program Management and Strategic Problem solving. The candidate will play a critical role in the driving companys strategy and support growth and profitability aspirations. Role & Responsibilities: Board and Shareholder Management Preparing periodic performance updates to board and shareholders on quarterly financials, forecasts, budget and future focus areas Storyboarding/ defining performance narrative that CEO should present Conduct required data analysis for the update and seeking required update/ details from the business and functional leaders Support information disseminating between internal organization and Board Support leadership in conducting strategy sessions with board/ shareholders which will include agenda & business calendar planning, preparation of prioritized strategy discussion documents in collaboration with senior leadership Drive Strategic Planning Process Support CEO in driving planning process to define short/medium/long term strategy Preparing forward looking business guidance including - Assessment of key trends and drivers' market and competition Building PoV on what should Axis Max Lifes aspirations be in short/ medium/ long term Levers of growth required to pursue the strategy Basis the overall CEO guidance, drive business planning process along with relevant teams to define detailed operating plans and oversee planning calendar; engage and align with functions/ channels on the same Support CEO/ CFO in engaging and aligning with Axis Max Life shareholders and Board for business plan approval Support in responding promptly and accurately to inquiries from shareholders/ independents regarding performance and strategy Provide strategic inputs (on behalf of CEO/CFO) in preparation of Annual Report, Investor Presentation, Market Intelligence Reports, CEO regulator, functional / channel leadership events, media and other external releases, etc. Monitor key performance indicators (KPIs) & Measures of Success (MOS) to measure the organization's progress toward its strategic objectives Manage Business Performance Governance: Building business understanding and driving organization performance through: Facilitating the creation of relevant business dashboards for the executive management Defining/ updating performance review templates for business functions/ sales channels that should be used for providing performance update to the executive management Conducting and sharing independent critical performance assessment (across functions/ channels) with the CEO, highlighting the things going well and things requiring focus Anchor the Market Intelligence Process Monitor and analyze market trends, competitor activities, and industry developments that may impact the company's performance and valuation Tracking market and competition performance Establishing/ cultivating sources of information, building industry connects for relevant market and competition data and maintaining open lines of communication Conducting relevant analysis to draw insights on performance trends (player wise and market level) Sharing regular industry / market related updates with Senior Leadership Keeping tab on the future industry trends and drivers to identify new areas of growth Tracking other critical areas - macro economic trends, regulatory environment and developments in insurance industry and trends/ developments in the financial services to proactively identify potential impact on own business Acting as the single source of truth for the organization for market intelligence and challenging higher performance Maintaining confidentiality of sensitive information and handling issues with discretion Preferred Candidate Profile MBA with 1+ years of experience Experience in consulting / corporate strategy/ CEO office will be preferred Demonstrated ability to build and maintain strong relationships with key stakeholders and prior experience of working with senior stakeholders Experience in program/ project planning, execution, and evaluation Excellent skills in MS Excel and MS PowerPoint with the ability to translate complex financial data into clear and concise messages Life insurance experience is an added advantage, but not mandatory
Job Summary: Regulatory Reporting to IRDAI/Life Counsel Internal, Management and Statutory Reporting Management of Audits - Statutory and Internal Preparation of Quarterly / Annual Financial Statements System Maintenance, Testing, New Development etc. Role & Responsibilities: Regulatory reporting 1) Preparation of reports for submission to IRDAI/Life counsel, providing information/details required by IRDAI/Life counsel etc. 2) Public Disclosures 3) BAP Reporting 4) Newspaper publication Management reporting Providing data to management as and when required Internal reporting Providing data to actuaries, MIS team on a monthly basis Managing Audits Support to Statutory/Internal auditors by providing timely data and ensuring successful completion of the same Audit committee- Preparation of data for the deck, other items to be taken up, closure of audit committee actionable etc. System Enhancements – Testing of system requirements, evaluate new requirements and providing CRs to IT, liase with IT for resolution of defects and delivery, testing of requirements Preferred Candidate Profile: Qualified Chartered Accountant (CA) 3+ years of relevant experience Post Qualification Life Insurance Experience in Financial Reporting Good knowledge of IGAAP, IND AS, Accounting Practices, Standards and IRDAI Regulations
Hiring for Agency Development Manager in Max Life Insurance Co. Ltd Criteria Graduate. with 2 Years in NBFC preferred OR any Sales ..At least 6 months tenure in the current Organization CTC: 2.25. Lakhs To 4 Lakh + Incentives + World Class Training (3 STAR Properties) Job Description Recruiting New Financial Advisor & Agency Associate Partner. Responsible for clearing the exam of IC33. Making new license for the company. Providing product knowledge. Responsible for training to Financial Advisor. Train, motivate & mentor the sales team. To ensure the fulfillment of budgetary expectations of the organization. Eligibility: Any Graduate/ MBA can apply for this position. A person with sales experience is required. Contact: Surbhi- 8448804875surbhi.choudhary@maxlifeinsurance.com
Max Life Insurance Company Limited is looking for Assistant Manager - CAT Axis to join our dynamic team and embark on a rewarding career journey Ensuring company policies are followed. Optimizing profits by controlling costs. Hiring, training and developing new employees. Resolving customer issues to their overall satisfaction. Maintaining an overall management style that follows company best practices. Providing leadership and direction to all employees. Ensuring product quality and availability. Preparing and presenting employee reviews. Working closely with the store manager to lead staff. Overseeing retail inventory. Assisting customers whenever necessary. Organizing employee schedule. Ensuring that health, safety, and security rules are followed. Ensuring a consistent standard of customer service. Motivating employees and ensuring a focus on the mission. Maintaining merchandise and a visual plan. Maintaining stores to standards, including stocking and cleaning. Completing tasks assigned by the general manager accurately and efficiently. Supporting store manager as needed.
Max Life Insurance Company Limited is looking for Assistant Manager to join our dynamic team and embark on a rewarding career journey Ensuring company policies are followed. Optimizing profits by controlling costs. Hiring, training and developing new employees. Resolving customer issues to their overall satisfaction. Maintaining an overall management style that follows company best practices. Providing leadership and direction to all employees. Ensuring product quality and availability. Preparing and presenting employee reviews. Working closely with the store manager to lead staff. Overseeing retail inventory. Assisting customers whenever necessary. Organizing employee schedule. Ensuring that health, safety, and security rules are followed. Ensuring a consistent standard of customer service. Motivating employees and ensuring a focus on the mission. Maintaining merchandise and a visual plan. Maintaining stores to standards, including stocking and cleaning. Completing tasks assigned by the general manager accurately and efficiently. Supporting store manager as needed.
Job Description - Associate Agency Development Manager Job Summary Responsible for Agent Recruitment Agent Development Meet Business targets Customer Centricity Key Responsibilities Agent Recruitment Develop various sources of agent hiring & build a team of agent &agent pipe line. Conduct activity to enhance existing agent footfall to generate fresh referral for newagenthiring Implementation of MLI GOLD process and adhere to the business norms Follow agent 9 pointer hiring mechanism & other hiring norms Agent Development Ensure product knowledge by MLI ways of training Field demonstration (FOD s) Development of agent prospecting habits, calling habits and work habits. Work with agent on planning and reviewing of activities and goals. Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Achievement of monthly, quarterly & yearly business plans. Improve agent productivity & persistency by regular PRP/IID/GID etc Ensure companies product mix sales ration and adhere to the business norms. Maintain agent pro activity as per business plan o Customer Centricity Be MLI brand ambassador & a customer champion Follow MLI sales practice to develop deep customer loyalty Hold periodical customer meet to understand customer pulse & need Ensure customer queries are responded to satisfactorily as per MLI standard. Desired Competencies Sourcing & Selection capability Nurturing & Developing talent Result orientation Customer centricity Planning & Execution MOS Achievement of business plan & GPA Recruitment / Development & Activisation of agent as per plan. Persistancy as per MLI grid Achieve GOLD Score as per MLI standard Number of EC/MDRT agent Minimum Education Graduation. CTC 2.00 LPA to 3.50 LPA Candidate Specification Age between 24-38 years Work experience not less then 2 years in sales. Job Description - Associate Agency Development Manager Job Summary Responsible for Agent Recruitment Agent Development Meet Business targets Customer Centricity Key Responsibilities Agent Recruitment Develop various sources of agent hiring & build a team of agent &agent pipe line. Conduct activity to enhance existing agent footfall to generate fresh referral for newagenthiring Implementation of MLI GOLD process and adhere to the business norms Follow agent 9 pointer hiring mechanism & other hiring norms Agent Development Ensure product knowledge by MLI ways of training Field demonstration (FOD s) Development of agent prospecting habits, calling habits and work habits. Work with agent on planning and reviewing of activities and goals. Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Achievement of monthly, quarterly & yearly business plans. Improve agent productivity & persistency by regular PRP/IID/GID etc Ensure companies product mix sales ration and adhere to the business norms. Maintain agent pro activity as per business plan o Customer Centricity Be MLI brand ambassador & a customer champion Follow MLI sales practice to develop deep customer loyalty Hold periodical customer meet to understand customer pulse & need Ensure customer queries are responded to satisfactorily as per MLI standard. Desired Competencies Sourcing & Selection capability Nurturing & Developing talent Result orientation Customer centricity Planning & Execution MOS Achievement of business plan & GPA Recruitment / Development & Activisation of agent as per plan. Persistancy as per MLI grid Achieve GOLD Score as per MLI standard Number of EC/MDRT agent Minimum Education Graduation. CTC 2.00 LPA to 3.50 LPA Candidate Specification Age between 24-38 years Work experience not less then 2 years in sales.
Job Description Job Title Center Manager Location Branch Name (as per requirement) Department Bancassurance Function Bancassurance YBL - Sales Reporting to Regional Manager Band 4 Function Summary The Bancassurance Department within Axis Max Life Insurance plays a critical role in driving the distribution of life insurance products through our strategic partnership with Yes Bank. This department leverages Yes Bank s existing customer base and infrastructure to offer insurance solutions. Bancassurance Department serves as a bridge between Axis Max Life Insurance Company and Yes Bank, ensuring that insurance products are effectively marketed and sold to a wide customer base, while maintaining high standards of customer service, compliance, and performance. Below is a summary of the key functions typically performed by the Bancassurance Department Sales and Distribution Management Customer Relationship Management Compliance and Regulatory Oversight Job Summary The role involves recruiting, training, and supervising executives to achieve business targets and insurance sales across a defined cluster of branches, while fostering a progressive partnership with the bank. The candidate will manage discrepancies at the cluster level, provide support for ongoing issue resolution, and oversee initiatives. They will also provide on-the-job training for operational processes and workflows to ensure operational excellence and customer satisfaction. Key Responsibilities Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined cluster and building a progressive partnership with the bank. Manage the discrepancies at the cluster level, provide support for ongoing issue resolution, manage initiatives deployed, providing induction and on-the-job training for Ops processes and workflows to team in order to achieve operations excellence & derive customer satisfaction. Participate in the hiring process, Counsel and Mentor performance, Conduct Fortnightly PRPs, co-create and implement recognition platforms in order to build a capable and motivated team in the Yes Bank Relationship. Anticipate training requirements for the partner and lead the development and deployment of partner training programs in order to increase the selling effectiveness of owned as well partner teams. To ensure that the system requirements are met in order to the relationship is productive and mutually beneficial and compliant with all regulatory requirements. Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel. Key skills required Communication skills Strategic thinking Product Knowledge Problem solving Time management Customer relationship management Deal closing skills Goal oriented Customer centricity. Desired qualification and experience Graduate/ Post Graduate in any discipline Good communication skills - English & regional language (preferred) Age group 30-40 years Preferably has own conveyance 5-8 years of experience in Sales, prior experience in Insurance essential with min 2 years of team handling experience. About Axis Max Life Insurance Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a Joint Venture between Max Financial Services Limited ( MFSL ) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com. #ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply Job Description Job Title Center Manager Location Branch Name (as per requirement) Department Bancassurance Function Bancassurance YBL - Sales Reporting to Regional Manager Band 4 Function Summary The Bancassurance Department within Axis Max Life Insurance plays a critical role in driving the distribution of life insurance products through our strategic partnership with Yes Bank. This department leverages Yes Bank s existing customer base and infrastructure to offer insurance solutions. Bancassurance Department serves as a bridge between Axis Max Life Insurance Company and Yes Bank, ensuring that insurance products are effectively marketed and sold to a wide customer base, while maintaining high standards of customer service, compliance, and performance. Below is a summary of the key functions typically performed by the Bancassurance Department Sales and Distribution Management Customer Relationship Management Compliance and Regulatory Oversight Job Summary The role involves recruiting, training, and supervising executives to achieve business targets and insurance sales across a defined cluster of branches, while fostering a progressive partnership with the bank. The candidate will manage discrepancies at the cluster level, provide support for ongoing issue resolution, and oversee initiatives. They will also provide on-the-job training for operational processes and workflows to ensure operational excellence and customer satisfaction. Key Responsibilities Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined cluster and building a progressive partnership with the bank. Manage the discrepancies at the cluster level, provide support for ongoing issue resolution, manage initiatives deployed, providing induction and on-the-job training for Ops processes and workflows to team in order to achieve operations excellence & derive customer satisfaction. Participate in the hiring process, Counsel and Mentor performance, Conduct Fortnightly PRPs, co-create and implement recognition platforms in order to build a capable and motivated team in the Yes Bank Relationship. Anticipate training requirements for the partner and lead the development and deployment of partner training programs in order to increase the selling effectiveness of owned as well partner teams. To ensure that the system requirements are met in order to the relationship is productive and mutually beneficial and compliant with all regulatory requirements. Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel. Key skills required Communication skills Strategic thinking Product Knowledge Problem solving Time management Customer relationship management Deal closing skills Goal oriented Customer centricity. Desired qualification and experience Graduate/ Post Graduate in any discipline Good communication skills - English & regional language (preferred) Age group 30-40 years Preferably has own conveyance 5-8 years of experience in Sales, prior experience in Insurance essential with min 2 years of team handling experience. About Axis Max Life Insurance Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a Joint Venture between Max Financial Services Limited ( MFSL ) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com. #ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply
Agent Recruitment Develop various sources of agent hiring & build a team of agent & agent pipe line. Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Implementation of MNYL GOLD process and adhere to the business norms Follow agent 9 pointer hiring mechanism & other hiring norms Agent Development Ensure product knowledge by MNYL ways of training Field demonstration (FOD s) Development of agent prospecting habits, calling habits and work habits. Work with agent on planning and reviewing of activities and goals. Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Achievement of monthly, quarterly & yearly business plans. Improve agent productivity & persistency by regular PRP/IID/GID etc Ensure companies product mix sales ration and adhere to the business norms. Maintain agent pro activity as per business plan Customer Centricity Be MNYL brand ambassador & a customer champion Follow MNYL sales practice to develop deep customer loyalty Hold periodical customer meet to understand customer pulse & need Ensure customer queries are responded to satisfactorily as per MNYL standard. Desired Competencies Sourcing & Selection capability Nurturing & Developing talent Result orientation Customer centricity Planning & ExecutionMOS Achievement of business plan & GPA Recruitment / Development & Activisation of agent as per plan. Persistancy as per MNYL grid Achieve GOLD Score as per MNYL standard Number of EC/MDRT agent Measures of Success Achievement of business plan & GPA Recruitment / Development & Activisation of agent as per plan. Number of EC/MDRT agent Hiring Specifications CLEAN Filter C - City (have had spent minimum 4 years in the city) L - Loyalty (1.5 yrs of average tenure) E - Experience (Minimum 2 years for AADM) A - Age (24 to 38 yrs for AADM) N - Non negotiable on CLEAN
Max Life Insurance Company Limited is looking for Associate Agency Development Manager to join our dynamic team and embark on a rewarding career journey Recruit, train, and mentor insurance agents and agencies to promote the products and services Develop and maintain strong relationships with agents and agencies to ensure their satisfaction and retention Monitor sales performance and analyze market trends to identify opportunities for growth Provide guidance and support to agents to help them achieve their sales goals Ensure compliance with all regulatory requirements and company policies and procedures Collaborate with internal teams to ensure timely and successful delivery of products and services Provide exceptional customer service to policyholders and address any concerns or complaints in a timely and professional manner Prepare and deliver presentations to agents and prospects Maintain accurate records of all sales activities and customer interactions Strong communication and interpersonal skills Strong analytical and problem-solving skills