JOB DESCRIPTION Job Title: Associate Agency Development Manager Department : Agency Band :5A Reporting To : Sr. Associate Partner Mgt / Office Head Supervising : Agent Advisors Location : Agency Office 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 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 o 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 & Execution MOS: 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 Minimum Education: Graduate. JOB DESCRIPTION Job Title : Associate Agency Development Manager Department : Agency Band : 5A Reporting To : Sr. Associate Partner Mgt / Office Head Supervising : Agent Advisors Location : Agency Office 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 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 o 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 & Execution MOS: 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 Minimum Education: Graduate.
JOB DESCRIPTION Job Title: Associate Agency Development Manager Department : Agency Band : 5 Reporting To : Sr. Associate Partner Mgt / Office Head Supervising : Agent Advisors Location : Agency Office Job Summary : Responsible for Agent Recruitment Agent Development Meet Business targetss 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 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 o 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 & Execution MOS: 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 Minimum Education: Graduate. JOB DESCRIPTION Job Title: Associate Agency Development Manager Department : Agency Band : 5 Reporting To : Sr. Associate Partner Mgt / Office Head Supervising : Agent Advisors Location : Agency Office Job Summary : Responsible for Agent Recruitment Agent Development Meet Business targetss 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 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 o 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 & Execution MOS: 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 Minimum Education: Graduate.
JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins 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 Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins 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 DESCRIPTION Job Code: Job Title : AADM Band: 5(a) Reporting To: OH Department: Agency Location: JOB SUMMARY: Responsible for Agent Recruitment Agent Development Meeting Business goals KEY RESPONSIBILITIES: Develop various sources of agent hiring and build a team of Agents . Ensure product knowledge by Max Life Insurance ways of training . Field demonstration (FODs) . Work closely with Agents on planning and reviewing of activities and goals . Achievement of monthly, quarterly & yearly business plans . Ensure Company's product mix sales ration and adhere to the business norms . Hold periodical customer meet to understand customers pulse and product needs . Ensure customer queries are responded to satisfactorily as per Max Life Insurance standard Eligibility Criteria: Any Graduate / Post graduate with good experience in sales OTHER RESPONSIBILITIES: HO co-ordination Sales promotion activities Assist in overall running of the G.O Experience- 2-6 years in Sales MINIMUM EDUCATION : Graduate preferably with an MBA MINIMUM/SPECIFIC EXPERIENCE: Graduate preferably with an MBA If MBA, minimum of 6 years of experience in sales and sales management, recruitment, supervision and development of people. A graduate should have a minimum of 7-8 years of experience in the above domain. Should have local market exposure and experience in process driven, quality sales organizationsGraduate preferably with an MBA JOB DESCRIPTION Job Code: Job Title : AADM Band: 5(a) Reporting To: OH Department: Agency Location: JOB SUMMARY: Responsible for Agent Recruitment Agent Development Meeting Business goals KEY RESPONSIBILITIES: Develop various sources of agent hiring and build a team of Agents . Ensure product knowledge by Max Life Insurance ways of training . Field demonstration (FODs) . Work closely with Agents on planning and reviewing of activities and goals . Achievement of monthly, quarterly & yearly business plans . Ensure Company's product mix sales ration and adhere to the business norms . Hold periodical customer meet to understand customers pulse and product needs . Ensure customer queries are responded to satisfactorily as per Max Life Insurance standard Eligibility Criteria: Any Graduate / Post graduate with good experience in sales OTHER RESPONSIBILITIES: HO co-ordination Sales promotion activities Assist in overall running of the G.O Experience- 2-6 years in Sales MINIMUM EDUCATION : Graduate preferably with an MBA MINIMUM/SPECIFIC EXPERIENCE: Graduate preferably with an MBA If MBA, minimum of 6 years of experience in sales and sales management, recruitment, supervision and development of people. A graduate should have a minimum of 7-8 years of experience in the above domain. Should have local market exposure and experience in process driven, quality sales organizationsGraduate preferably with an MBA
a About Max Life Insurance: Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation. Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel distribution including agency and third party distribution partners. Max Life has built its operations over almost two decades through need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per public disclosures, during the financial year 2019-20, Max Life achieved gross written premium of Rs. 16,184 crore. As on 31st March 2020, the Company had Rs. 68,471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913,660 crore. For more information, please visit the Company's website a t We Stand for: Caring A compassionate leader who demonstrates appreciation for diversity in thoughts and approach towards people as well initiatives, eliminates biases to promote meritocracy. A coach who inspires people to excel and sets a culture of high performance. Collaboration A boundary-less leader who is capable of identifying & leveraging expertise of team members for superlative outcomes, thus, delivers to the organization's ask. A leader who addresses challenges with a solution oriented approach to create win-win partnerships within & outside teams through inspired cooperation and teamwork. Customer Obession A leader who embodies Customer and keeps him at the core of all deliverables. Proactively anticipate customer needs and implement strategies to provide best in class customer experience. Growth Mindset An ambitious leader who can sponsor game changing ideas and rally the team to turn them into a reality. A leader who challenges the status quo, takes bold & creative actions to manage complex issues & achieve high impact goals by pushing self and others and raise the bar on performance. People Leadership A people's leader who inspires their teams to stretch themselves and achieve their true potential. A leader who create leaders by coaching, empowering & motivating them to deliver superior business outcomes. Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity. a About Max Life Insurance: Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation. Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel distribution including agency and third party distribution partners. Max Life has built its operations over almost two decades through need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per public disclosures, during the financial year 2019-20, Max Life achieved gross written premium of Rs. 16,184 crore. As on 31st March 2020, the Company had Rs. 68,471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913,660 crore. For more information, please visit the Company's website at We Stand for: Caring A compassionate leader who demonstrates appreciation for diversity in thoughts and approach towards people as well initiatives, eliminates biases to promote meritocracy. A coach who inspires people to excel and sets a culture of high performance. Collaboration A boundary-less leader who is capable of identifying & leveraging expertise of team members for superlative outcomes, thus, delivers to the organization's ask. A leader who addresses challenges with a solution oriented approach to create win-win partnerships within & outside teams through inspired cooperation and teamwork. Customer Obession A leader who embodies Customer and keeps him at the core of all deliverables. Proactively anticipate customer needs and implement strategies to provide best in class customer experience. Growth Mindset An ambitious leader who can sponsor game changing ideas and rally the team to turn them into a reality. A leader who challenges the status quo, takes bold & creative actions to manage complex issues & achieve high impact goals by pushing self and others and raise the bar on performance. People Leadership A people's leader who inspires their teams to stretch themselves and achieve their true potential. A leader who create leaders by coaching, empowering & motivating them to deliver superior business outcomes. Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity.
KEY RESPONSIBILITIES: Will be responsible for meeting sales target through Bank's FOS. Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received form all constituents in the bank branch. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Shall approach him/herself at least 5 new customers in the bank branch each day. Increasing bank's customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch's customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS: Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Branch Manager Effective Lead generation and meet value / number targets JOB REQUIREMENTS KEY RESPONSIBILITIES: Will be responsible for meeting sales target through Bank's FOS. Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received form all constituents in the bank branch. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Shall approach him/herself at least 5 new customers in the bank branch each day. Increasing bank's customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch's customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS: Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Branch Manager Effective Lead generation and meet value / number targets JOB REQUIREMENTS
Job Description Job Code: Position Associate Sales Manager - Bancassurance Reporting To Department Axis Function Axis Sales Location Band 5 A We Stand for: Caring An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them. Collaboration A value which is all about being boundary-less in approach by going beyond one's direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships. Customer Obession It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight. Growth Mindset A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts & demonstrate courage to achieve exceptional results. It is about seeking & creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture. Job Summary: NA Key Responsibilities/ Key Deliverables: Managing relationship with Axis Branch Sellers and thereby meeting target through Bank's FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers. Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions. Shall be responsible for making active the branch banking sellers and thereby achieving the activation target Ensuring LMS usage as Tracking Mechanism on line and follow up Calls Measures of Success: Business Plan:- WPC - Plan v/s Actual- as per target assigned Seller Activation:- BDE Seller Activation (%) - Plan v/s Actuals FDO Seller Activation (%) - Plan v/s Actuals Persistency:- Plan vs Achievement Job Specifications: Graduate in Any Discipline from a UGC / AICTE approved College and University. 1 to 2 years of experience in sales, experience in Insurance will be preferred. Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship Knowledge & Skill Matrix: Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Additional Information (Optional): NA Job Description Job Code: Position Associate Sales Manager - Bancassurance Reporting To Department Axis Function Axis Sales Location Band 5 A We Stand for: Caring An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them. Collaboration A value which is all about being boundary-less in approach by going beyond one's direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships. Customer Obession It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight. Growth Mindset A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts & demonstrate courage to achieve exceptional results. It is about seeking & creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture. Job Summary: NA Key Responsibilities/ Key Deliverables: Managing relationship with Axis Branch Sellers and thereby meeting target through Bank's FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers. Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions. Shall be responsible for making active the branch banking sellers and thereby achieving the activation target Ensuring LMS usage as Tracking Mechanism on line and follow up Calls Measures of Success: Business Plan:- WPC - Plan v/s Actual- as per target assigned Seller Activation:- BDE Seller Activation (%) - Plan v/s Actuals FDO Seller Activation (%) - Plan v/s Actuals Persistency:- Plan vs Achievement Job Specifications: Graduate in Any Discipline from a UGC / AICTE approved College and University. 1 to 2 years of experience in sales, experience in Insurance will be preferred. Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship Knowledge & Skill Matrix: Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Additional Information (Optional): NA
Career Opportunities Position Assistant Manager Asst Manager- 5A Department DSF Reporting to Branch Relationship Manager JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next 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 Assistant Manager - Customer Advisory Team : 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket: 25-30 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 Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work. Career Opportunities Position Assistant Manager Asst Manager- 5A Department DSF Reporting to Branch Relationship Manager JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next 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 Assistant Manager - Customer Advisory Team : 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket: 25-30 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 Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work.
KEY RESPONSIBILITIES: Will be responsible for meeting sales target through Bank's FOS. Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received form all constituents in the bank branch. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Shall approach him/herself at least 5 new customers in the bank branch each day. Increasing bank's customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch's customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS: Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Branch Manager Effective Lead generation and meet value / number targets JOB REQUIREMENTS About Max Life Insurance: Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation. Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel distribution including agency and third party distribution partners. Max Life has built its operations over almost two decades through need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per public disclosures, during the financial year 2019-20, Max Life achieved gross written premium of Rs. 16,184 crore. As on 31st March 2020, the Company had Rs. 68,471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913,660 crore. For more information, please visit the Company's website a t We Stand for: Caring A compassionate leader who demonstrates appreciation for diversity in thoughts and approach towards people as well initiatives, eliminates biases to promote meritocracy. A coach who inspires people to excel and sets a culture of high performance. Collaboration A boundary-less leader who is capable of identifying & leveraging expertise of team members for superlative outcomes, thus, delivers to the organization's ask. A leader who addresses challenges with a solution oriented approach to create win-win partnerships within & outside teams through inspired cooperation and teamwork. Customer Obession A leader who embodies Customer and keeps him at the core of all deliverables. Proactively anticipate customer needs and implement strategies to provide best in class customer experience. Growth Mindset An ambitious leader who can sponsor game changing ideas and rally the team to turn them into a reality. A leader who challenges the status quo, takes bold & creative actions to manage complex issues & achieve high impact goals by pushing self and others and raise the bar on performance. People Leadership A people's leader who inspires their teams to stretch themselves and achieve their true potential. A leader who create leaders by coaching, empowering & motivating them to deliver superior business outcomes. Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity. KEY RESPONSIBILITIES: Will be responsible for meeting sales target through Bank's FOS. Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received form all constituents in the bank branch. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Shall approach him/herself at least 5 new customers in the bank branch each day. Increasing bank's customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch's customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS: Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Branch Manager Effective Lead generation and meet value / number targets JOB REQUIREMENTS
KEY RESPONSIBILITIES:- Relationship Management with the Axis Bank- ANC National Leaders. Drive the sales through ANC & ARB Customers Tracking Budgeted Channel Metrics - Induction, Policy Productivity & Average Premium. Overseeing complete ANC Channel business operations PAN India, forecasting monthly/ annual business targets, & executing them in a given time frame. Providing a growth-driven environment to the team. Capacity Building through Training Initiatives Marketing Initiatives & Campaign Designing. This includes create additional Business opportunities within organization for organic growth thru Strategic Marketing initiatives & Customer intervention Campaigns. Adherence to Regulatory Guidelines & Compliance (SP Certification, Complaints, Persistency etc). Responsible for assigning the targets and organizing joint monthly PRP with the DRAs. Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined geography and building a progressive partnership with the bank Periodic and Daily updates in alignment with ANC Leaders and MLI team, ensuring meet business Plan, drive the ANC Regional Managers & their teams, ensuring activation and persistency and thereby tracking the performance in all the vectors and thereby do a traction analysis Driving the people agenda by leading the team and ensuring higher engagement of the key talents of the zone, ensuring minimum compliance issues and retain talents Implement the BOLD system and ensure that the system requirements are met in order to ensure that 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. Measures of Success Business Plan:- Adj MFYP (Rs.) - Plan v/s Actuals Activation plan:- Seller Activation (%) - Plan Vs Actual Product Mix Product Mix : Plan Vs actual Persistency:- 15th month Persistency (%) - 85% (By Value) Joint Calls /Effective Management of Process:- Unit -Joint Calls: Plan Vs Actual BOLD audit score Effective Management of People & Customer: Retain talent 70%, G2M2 retention 85%, Kenexa Score and improvement over last year Key competencies/skills required Relationship, Leading people, Effective Management of Process KEY RESPONSIBILITIES:- Relationship Management with the Axis Bank- ANC National Leaders. Drive the sales through ANC & ARB Customers Tracking Budgeted Channel Metrics - Induction, Policy Productivity & Average Premium. Overseeing complete ANC Channel business operations PAN India, forecasting monthly/ annual business targets, & executing them in a given time frame. Providing a growth-driven environment to the team. Capacity Building through Training Initiatives Marketing Initiatives & Campaign Designing. This includes create additional Business opportunities within organization for organic growth thru Strategic Marketing initiatives & Customer intervention Campaigns. Adherence to Regulatory Guidelines & Compliance (SP Certification, Complaints, Persistency etc). Responsible for assigning the targets and organizing joint monthly PRP with the DRAs. Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined geography and building a progressive partnership with the bank Periodic and Daily updates in alignment with ANC Leaders and MLI team, ensuring meet business Plan, drive the ANC Regional Managers & their teams, ensuring activation and persistency and thereby tracking the performance in all the vectors and thereby do a traction analysis Driving the people agenda by leading the team and ensuring higher engagement of the key talents of the zone, ensuring minimum compliance issues and retain talents Implement the BOLD system and ensure that the system requirements are met in order to ensure that 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. Measures of Success Business Plan:- Adj MFYP (Rs.) - Plan v/s Actuals Activation plan:- Seller Activation (%) - Plan Vs Actual Product Mix Product Mix : Plan Vs actual Persistency:- 15th month Persistency (%) - 85% (By Value) Joint Calls /Effective Management of Process:- Unit -Joint Calls: Plan Vs Actual BOLD audit score Effective Management of People & Customer: Retain talent 70%, G2M2 retention 85%, Kenexa Score and improvement over last year Key competencies/skills required Relationship, Leading people, Effective Management of Process
KEY RESPONSIBILITIES: Will be responsible for meeting sales target through Bank's FOS. Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received form all constituents in the bank branch. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Shall approach him/herself at least 5 new customers in the bank branch each day. Increasing bank's customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch's customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS: Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Branch Manager Effective Lead generation and meet value / number targets JOB REQUIREMENTS KEY RESPONSIBILITIES: Will be responsible for meeting sales target through Bank's FOS. Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received form all constituents in the bank branch. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Shall approach him/herself at least 5 new customers in the bank branch each day. Increasing bank's customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch's customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS: Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Branch Manager Effective Lead generation and meet value / number targets JOB REQUIREMENTS
KEY RESPONSIBILITIES:- Relationship Management with the Axis Bharat Bank & MAB Regional Leaders. Drive the sales through Bharat Bank & MAB Customers Overseeing complete Bharat Bank & MAB business operations for the Region, forecasting monthly/ annual business targets, & executing them in a given time frame. Providing a growth-driven environment to the team. Responsible for assigning the targets and organizing joint monthly PRP with the DRs. Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined geography and building a progressive partnership with the bank Periodic and Daily updates in alignment with Axis Bharat Bank, MAB and MLI team, ensuring meet business Plan, drive the Bharat Bank & MAB managers , ensuring activation and persistency and thereby tracking the performance in all the vectors and thereby do a traction analysis Driving the people agenda by leading the team and ensuring higher engagement of the key talents of the zone, ensuring minimum compliance issues and retain talents Implement the BOLD system and ensure that the system requirements are met in order to ensure that 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. Measures of Success Business Plan:- Adj MFYP (Rs.) - Plan v/s Actuals Activation plan:- Seller Activation (%) - Plan Vs Actual Product Mix Product Mix : Plan Vs actual Persistency:- 15th month Persistency (%) - 85% (By Value) Joint Calls /Effective Management of Process:- Unit -Joint Calls: Plan Vs Actual BOLD audit score Effective Management of People & Customer: Retain talent 70%, G2M2 retention 85%, Kenexa Score and improvement over last year Key competencies/skills required Relationship, Leading people, Effective Management of Process KEY RESPONSIBILITIES:- Relationship Management with the Axis Bharat Bank & MAB Regional Leaders. Drive the sales through Bharat Bank & MAB Customers Overseeing complete Bharat Bank & MAB business operations for the Region, forecasting monthly/ annual business targets, & executing them in a given time frame. Providing a growth-driven environment to the team. Responsible for assigning the targets and organizing joint monthly PRP with the DRs. Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined geography and building a progressive partnership with the bank Periodic and Daily updates in alignment with Axis Bharat Bank, MAB and MLI team, ensuring meet business Plan, drive the Bharat Bank & MAB managers , ensuring activation and persistency and thereby tracking the performance in all the vectors and thereby do a traction analysis Driving the people agenda by leading the team and ensuring higher engagement of the key talents of the zone, ensuring minimum compliance issues and retain talents Implement the BOLD system and ensure that the system requirements are met in order to ensure that 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. Measures of Success Business Plan:- Adj MFYP (Rs.) - Plan v/s Actuals Activation plan:- Seller Activation (%) - Plan Vs Actual Product Mix Product Mix : Plan Vs actual Persistency:- 15th month Persistency (%) - 85% (By Value) Joint Calls /Effective Management of Process:- Unit -Joint Calls: Plan Vs Actual BOLD audit score Effective Management of People & Customer: Retain talent 70%, G2M2 retention 85%, Kenexa Score and improvement over last year Key competencies/skills required Relationship, Leading people, Effective Management of Process
BDM Job Description Job Title BDM - APC Location Multiple Department Agency Function Agency Partner Channel Reporting to Office Head Band 4A Channel Summary The agency channel refers to a distribution method where insurance products are sold through agents. These agents act as intermediaries between the insurance company and customers, facilitating the sale of policies, providing customer support, and offering advisory services. This initiative is expected to improve customer experience especially in markets where customers prefer human interaction. It also supports customer in Resolving policy service need Renewal collection to resolve policy holder's service needs, Cross sale opportunity Job Summary: Opportunity to be associated with MAX Life Insurance Pvt. Ltd. As Business Development Manager and build a distribution enterprise. Responsible for recruiting and managing a team of Leader and agents. Responsible for recruiting a team of Leaders, who will recruit agents and agents will source direct business. Key Responsibilities/ Key Deliverables: Exceed recruitment target on new agency leaders and agent enrollments. Enhance quantity and quality recruitment by developing successful leaders. Emphasis on quality recruitment by the Agency Leaders and Agency Associates through one-on one session. Create mutual support platform for Financial Executives, Agency Associate and Agents to enable easier recruitment. Enhance AFYP & Number of cases by the unit. Focus on potential EC, MDRT, CEO council agents through complete unit. Focus on number of R&R winners. Focus on enablement and development of the team Ensure agents, agency associates, agency associate's unit and agency leader unit is in complaint with various IRDA guidelines. Timely contract of agents and agency associates within regulatory guidelines Monitoring IRDA guidelines impacting AAP channel at regional level. Track competition regularly at regional level on various measure such as new strategies, new compensation models Measures of Success: Building a chain of successful leaders (Financial Executives) Recruitment (contracted agents) numbers Add-on of AFYP & number of cases in the team. Add-on of number of new agency associates Case Rate & Case Size Agent satisfaction survey Accuracy and timeliness of information Key Relationships (Internal / External): HO co-ordination Sales promotion activities Assist in overall running of the Office
Principal Accountabilities How they are achieved/measured Manage the Group business with the Bank employees Liaison with different departments for closure of the cases Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner. Coordinate and train key officials (ASSL, DSA, other bank officials) to enhance their understanding of the business to increase seller activisation Provide market feedback on competition and other products in the market. Manage and strengthen relationship through engagement with Partner's Zonal Leadership team, Ops & Credit Team, DSAs, SMs, Field Sales Staff at all levels and across functions. Values add in key initiatives to enhance attachment ration & business volume through training and service. Tracking penetration performance and publishing dashboards, along with Group Operations. To measure & monitor the various metrics (Files and sum assured Penetration rates, seller activation, Claim denial rates/ pending rates, rejection ratios , medical TATs etc) , to minimize the same and adhere to TATs and contribute to product improvement. Monitoring and control process of Post Sales. Managing complete claims operation & end to end process. Principal Accountabilities How they are achieved/measured Manage the Group business with the Bank employees Liaison with different departments for closure of the cases Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner. Coordinate and train key officials (ASSL, DSA, other bank officials) to enhance their understanding of the business to increase seller activisation Provide market feedback on competition and other products in the market. Manage and strengthen relationship through engagement with Partner's Zonal Leadership team, Ops & Credit Team, DSAs, SMs, Field Sales Staff at all levels and across functions. Values add in key initiatives to enhance attachment ration & business volume through training and service. Tracking penetration performance and publishing dashboards, along with Group Operations. To measure & monitor the various metrics (Files and sum assured Penetration rates, seller activation, Claim denial rates/ pending rates, rejection ratios , medical TATs etc) , to minimize the same and adhere to TATs and contribute to product improvement. Monitoring and control process of Post Sales. Managing complete claims operation & end to end process.
Job Description Position ADM - Elite Vertical Incumbent NA Department Agency Function Agency Reporting to Circle Head - Elite Vertical Band 4 / 4A Location Multiple Locations - Pan India Team size (D/I) NA JOB SUMMARY Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development of proven top performing advisors/ financial distributors KEY RESPONSIBILITIES . Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition . Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings . Understand the Top Advisor/ Business Associate value proposition, onboarding process and regulations related to the same . Hiring and Onboarding of Top Advisors and Business Associates post conducting Career seminars and Presentation and meet the defined Recruitment plan . Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans. . Maintain Quality of sales by ensuring the Persistency standards of the channel . Adherence to the desired input behaviors to drive Sales and Recruitment . Periodically Train & Develop advisors for new product launches and communicating any changes in company guidelines / policies. . Managing field operations by coordinating with Operations and DSDO for sales and Recruitment. MEASURES OF SUCCESS . Hiring and driving activation of Top Advisors/Financial Distributors from competition . Career Seminars / Meetings with Top Advisors/ Financial Distributors . Meeting Sales and Recruitment Plan consistently . Persistency . Advisor Productivity & Retention . Adhering to Input behaviors KEY RELATIONSHIPS . Circle Head -Elite Vertical . Ops Team (CET and DSDO) . Training and Development . Human Resources KNOWLEDGE/SKILLS/ABILITIES: . Strong relationship building capability . Go-getter attitude . Result orientation . Passionate towards Sales DESIRED QUALIFICATION AND EXPERIENCE . Graduate with 5+ years of experience, at least 3 years experience in insurance sector . Proven record of leading Front-Line Sales in Financial Services, preferably in Insurance . Should have similar market exposure and experience in process driven, quality sales organizations . Familiarity with skills in recruitment, driving sales and activation ORG CHART: CEO DMDHead Agency Regional Manager / CVP & Head - Elite Vertical (dotted line) Circle Head - Elite Vertical ADM Elite Vertical Job Description Position ADM - Elite Vertical Incumbent NA Department Agency Function Agency Reporting to Circle Head - Elite Vertical Band 4 / 4A Location Multiple Locations - Pan India Team size (D/I) NA JOB SUMMARY Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development of proven top performing advisors/ financial distributors KEY RESPONSIBILITIES . Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition . Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings . Understand the Top Advisor/ Business Associate value proposition, onboarding process and regulations related to the same . Hiring and Onboarding of Top Advisors and Business Associates post conducting Career seminars and Presentation and meet the defined Recruitment plan . Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans. . Maintain Quality of sales by ensuring the Persistency standards of the channel . Adherence to the desired input behaviors to drive Sales and Recruitment . Periodically Train & Develop advisors for new product launches and communicating any changes in company guidelines / policies. . Managing field operations by coordinating with Operations and DSDO for sales and Recruitment. MEASURES OF SUCCESS . Hiring and driving activation of Top Advisors/Financial Distributors from competition . Career Seminars / Meetings with Top Advisors/ Financial Distributors . Meeting Sales and Recruitment Plan consistently . Persistency . Advisor Productivity & Retention . Adhering to Input behaviors KEY RELATIONSHIPS . Circle Head -Elite Vertical . Ops Team (CET and DSDO) . Training and Development . Human Resources KNOWLEDGE/SKILLS/ABILITIES: . Strong relationship building capability . Go-getter attitude . Result orientation . Passionate towards Sales DESIRED QUALIFICATION AND EXPERIENCE . Graduate with 5+ years of experience, at least 3 years experience in insurance sector . Proven record of leading Front-Line Sales in Financial Services, preferably in Insurance . Should have similar market exposure and experience in process driven, quality sales organizations . Familiarity with skills in recruitment, driving sales and activation ORG CHART: CEO DMDHead Agency Regional Manager / CVP & Head - Elite Vertical (dotted line) Circle Head - Elite Vertical ADM Elite Vertical
KEY RESPONSIBILITIES: Will be responsible for meeting sales target through Bank's FOS. Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received form all constituents in the bank branch. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Shall approach him/herself at least 5 new customers in the bank branch each day. Increasing bank's customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch's customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS: Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Branch Manager Effective Lead generation and meet value / number targets JOB REQUIREMENTS KEY RESPONSIBILITIES: Will be responsible for meeting sales target through Bank's FOS. Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received form all constituents in the bank branch. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Shall approach him/herself at least 5 new customers in the bank branch each day. Increasing bank's customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch's customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS: Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Branch Manager Effective Lead generation and meet value / number targets JOB REQUIREMENTS
Key Responsibilities/ Key Deliverables: Will be responsible for meeting sales target through Bank's FOS. Will be responsible for maintaining relationships with all corporate salary team in the assigned Bank Branches Keeping accurate record of referrals received from all corporate salary team in the assigned bank branches. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Increasing bank's customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch's corporate salary customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. Measures of Success: Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Corporate Salary Manager Effective Lead generation and meet value / number targets Key Responsibilities/ Key Deliverables: Will be responsible for meeting sales target through Bank's FOS. Will be responsible for maintaining relationships with all corporate salary team in the assigned Bank Branches Keeping accurate record of referrals received from all corporate salary team in the assigned bank branches. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Increasing bank's customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch's corporate salary customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. Measures of Success: Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Corporate Salary Manager Effective Lead generation and meet value / number targets
Career Opportunities Position DM - Customer Advisory Team Deputy Manager- 5B Department Customer Advisory Team Reporting to Branch Relationship Manager JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next 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 Assistant Manager - Customer Advisory Team : 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket: 25-30 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 Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work. Career Opportunities Position DM - Customer Advisory Team Deputy Manager- 5B Department Customer Advisory Team Reporting to Branch Relationship Manager JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next 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 Assistant Manager - Customer Advisory Team : 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket: 25-30 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 Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work.
a About Max Life Insurance: Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation. Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel distribution including agency and third party distribution partners. Max Life has built its operations over almost two decades through need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per public disclosures, during the financial year 2019-20, Max Life achieved gross written premium of Rs. 16,184 crore. As on 31st March 2020, the Company had Rs. 68,471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913,660 crore. For more information, please visit the Company's website a t We Stand for: Caring A compassionate leader who demonstrates appreciation for diversity in thoughts and approach towards people as well initiatives, eliminates biases to promote meritocracy. A coach who inspires people to excel and sets a culture of high performance. Collaboration A boundary-less leader who is capable of identifying & leveraging expertise of team members for superlative outcomes, thus, delivers to the organization's ask. A leader who addresses challenges with a solution oriented approach to create win-win partnerships within & outside teams through inspired cooperation and teamwork. Customer Obession A leader who embodies Customer and keeps him at the core of all deliverables. Proactively anticipate customer needs and implement strategies to provide best in class customer experience. Growth Mindset An ambitious leader who can sponsor game changing ideas and rally the team to turn them into a reality. A leader who challenges the status quo, takes bold & creative actions to manage complex issues & achieve high impact goals by pushing self and others and raise the bar on performance. People Leadership A people's leader who inspires their teams to stretch themselves and achieve their true potential. A leader who create leaders by coaching, empowering & motivating them to deliver superior business outcomes. Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity. JOB DESCRIPTION Job Title : Senior Agency Development Manager Department : Agency Band : 4 Reporting To : Sr. Associate Partner Mgt / Office Head Supervising : Agent Advisors Location : Agency Office 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 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 o 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 & Execution MOS: 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 Minimum Education: Graduate. Candidate Specification Age not less then 28 years Work experience not less then 4 years. Average Loyalty of 1.5 years per Organisation. Minimum 3 years in City.
Job Description Job Code: Position AADM Reporting To Sr. Associate Partner Mgt / Partner Department Agency Function Agency Sales Location Band 5A 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 Mitsui Sumitomo Insurance Co. Ltd. Max Financial Services Ltd. is part of the Max Group, which is a leading Indian multi-business corporation, while Mitsui Sumitomo Insurance is a member of the MS&AD Insurance Group, which is amongst the leading insurers in the world. 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. Max Life sum assured of Rs. 7,03,972 crore and Asset Under Management of Rs. 62,798 crore for FY18-19. Caring An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them. Collaboration A value which is all about being boundary-less in approach by going beyond one's direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships. Customer Obession It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight. Growth Mindset A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts & demonstrate courage to achieve exceptional results. It is about seeking & creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture. Job Summary: Responsible for Agent Recruitment Agent Development Meet Business targets Customer Centricity Key Responsibilities/ Key Deliverables: 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 Job Description Job Code: Position AADM Reporting To Sr. Associate Partner Mgt / Partner Department Agency Function Agency Sales Location Band 5A 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 Mitsui Sumitomo Insurance Co. Ltd. Max Financial Services Ltd. is part of the Max Group, which is a leading Indian multi-business corporation, while Mitsui Sumitomo Insurance is a member of the MS&AD Insurance Group, which is amongst the leading insurers in the world. 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. Max Life sum assured of Rs. 7,03,972 crore and Asset Under Management of Rs. 62,798 crore for FY18-19. Caring An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them. Collaboration A value which is all about being boundary-less in approach by going beyond one's direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships. Customer Obession It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight. Growth Mindset A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts & demonstrate courage to achieve exceptional results. It is about seeking & creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture. Job Summary: Responsible for Agent Recruitment Agent Development Meet Business targets Customer Centricity Key Responsibilities/ Key Deliverables: 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