Highly motivated and results-oriented front-line sales professional with experience in [mention industry/area] and a proven ability to exceed sales targets Strong customer service and communication skills, with a track record of building rapport and generating leads Proven ability to work independently and contribute to a positive team environment Include quantifiable achievements like exceeding sales targets, building strong customer relationships, or improving customer satisfaction

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 Responsible for productivity of the Branch Office and for recruitment and development of FLS Business Development Managers Key Responsibilities/ Key Deliverables To meet the revenue targets for the GO To track the productivity measures as per the GPA Premium per agent, case rate, persistency Paid cases per agent, YTD appointments, Retention Rate and annual FYC standards. Business Development Managers Adhere to Business Development Managers linked sales and service standards Conduct weekly performance review (PRP) for Business Development Managers To ensure retention of Business Development Managers by formulating their development plans, meeting their training needs and communicating with them on a regular basis. To meet rural and social policy targets Help Business Development Managers use the AWS system for maximizing business from a given target market. Supervise the activity plan of Business Development Managers & Agents to ensure that these are fulfilled as per the desired standards. To ensure that all Business Development Managers and Agents under supervision perform as per the company s rules and regulations. Measures of Success Recruitment of Top Advisors/Financial Distributors from competition Achievement of planned sales volume in the assigned territory Top Advisor Productivity & Retention Manager Retention Audit observations Quality of Business Key Relationships (Internal / External) HO co-ordination Sales promotion activities overall running of the Office Job Specifications Over 6 years of experience in sales and sales management, recruitment, supervision and development of people. Should have local market exposure and experience in process driven, quality sales system organizations Graduate preferably with an MBA KEY COMPETENCIES/SKILLS REQUIRED Familiarity with local market Skills in recruitment, supervision & development of teams Result orientation Strong network Demonstrated ability in leading people Achievement Orientation

Lead the mapped team of Sales Desk Managers and ensure their training and development needs are proactively identified and met on time. The TL will be responsible to ensure all team members meet their Input and Output goals. He will be the go-to person for all cross functional teams for collaboration and close looping the task at hand or queries and support. The TL will be responsible for weekly governance of the team. He/she should provide enough guidance to ensure the business objective is delivered. RM and ZVP level co-ordination and satisfaction is another core area expected from the TL. The TL will be responsible to support the Head-Sales Desk by effectively driving larger organizational agenda like In-sighting activity, Survey and other activities as communicated time to time. KEY RESPONSIBILITIES Lead the mapped team of Sales Desk Managers effectively Control attrition below allowed limit Analyze the performance trend and decide on key focus area for the period. Ensure all team members meet their Input and Output goals. Ensure team resolves field queries on time. Extend support for escalating the issue if required Collaborate with RM and ZVP for better customer satisfaction Support the Head-Sales Desk by effectively driving larger organizational agenda like In-sighting activity, Survey and other drives as communicated time to time Role model by delivering outstanding result in self-mapped pool of advisors Key differentiator Right attitude - Passion to make a difference. - Passion to be the trailblazer. - Be enthused to earn high incentives and grow. Measures of Success - Increase activation in the given agent segment - Achieve the Goal Sheet provided at the start of the year - Satisfactory & timely resolution of query received by team. Key competencies/skills required People skill Proficient in Word, Excel, PowerPoint etc. Ability to analyze and identify Key focus areas Good communication skills (Oral, Written). English and Hindi Excellent listening skills Coachable/aptitude for learning Desired qualification and experience Bachelors degree or equivalent with Minimum 4 years relevant experience

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 Desired qualification and experience Job Specifications Overall experience of 4-6years Preference will be given to candidates having man management experience Should have minimum of 2 years of sales experience. Minimum Graduation in any discipline, MBA will be an added advantage. KEY COMPETENCIES/SKILLS REQUIRED Selling Skills Relationship Building skills Coaching and Developing Team Result Orientation Resilience Discipline Demonstrating Adaptability

Max Life Insurance Company Limited is looking for Deputy Manager to join our dynamic team and embark on a rewarding career journey Assist the Manager in the day-to-day operations of the business, including setting goals, developing strategies, and overseeing the work of team members Take on leadership responsibilities as needed, including managing team members and making decisions in the absence of the Manager Identify and address problems or challenges within the business, and develop and implement solutions Collaborate with other departments and teams to ensure smooth and efficient operations Maintain accurate records and documentation Contribute to the development and implementation of business plans and goals

Max Life Insurance Company Limited is looking for Cluster Manager to join our dynamic team and embark on a rewarding career journey Monitoring the performance of individual branch and identifying opportunities for improvement Conducting regular store visits and audits to ensure that branches are operating efficiently and effectively Providing guidance, training, and support to branch managers and staff to help them achieve performance targets Developing and implementing marketing strategies and initiatives to drive sales and customer engagement across the cluster Tracking and analyzing sales data and other key metrics to make informed decisions about cluster operations Collaborating with other departments, such as logistics, finance, and HR, to ensure that branches are adequately supported and resourced Ensuring that branches are in compliance with company policies and procedures and that they adhere to all legal and regulatory requirements Building and maintaining strong relationships with key stakeholders, including customers, suppliers, and local communities Strong leadership and management skills, with experience leading and motivating teams Strong analytical and problem-solving skills, with the ability to make data-driven decisions and resolve complex issues Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with a wide range of stakeholders

Max Life Insurance Company Limited is looking for Deputy Manager to join our dynamic team and embark on a rewarding career journey Assist the Manager in the day-to-day operations of the business, including setting goals, developing strategies, and overseeing the work of team members Take on leadership responsibilities as needed, including managing team members and making decisions in the absence of the Manager Identify and address problems or challenges within the business, and develop and implement solutions Collaborate with other departments and teams to ensure smooth and efficient operations Maintain accurate records and documentation Contribute to the development and implementation of business plans and goals

Max Life Insurance Company Limited is looking for Associate Regional Manager to join our dynamic team and embark on a rewarding career journey Set performance goals and targets for the locations under your supervision Monitor the performance of the locations and identify areas for improvement Provide support and guidance to location managers and employees to help them meet performance goals Conduct regular meetings with location managers to discuss performance and address any issues or concerns Develop and implement strategies to improve customer satisfaction and retention Develop and implement policies and procedures to ensure compliance with company standards Manage the budget for the region and ensure that all locations are operating within financial targets Develop and maintain relationships with key stakeholders, including customers, vendors, and local government officials Lead and manage a team of location managers and employees

Max Life Insurance Company Limited is looking for Branch Relationship Manager to join our dynamic team and embark on a rewarding career journey Customer Relationship ManagementBuild and maintain strong relationships with customers, providing personalized service and addressing their financial needs Conduct regular meetings and reviews with customers to understand their goals, financial situations, and requirements Recommend and offer appropriate banking products and services, such as loans, deposits, investment options, and insurance Handle customer inquiries, complaints, and requests, ensuring prompt and satisfactory resolution Sales and Business DevelopmentDevelop and implement strategies to achieve branch sales targets and revenue goals Identify cross-selling and upselling opportunities to promote additional banking products and services Actively prospect for new customers through networking, referrals, and community involvement Conduct sales presentations, product demonstrations, and financial education sessions for customers Team Leadership and CollaborationLead and manage a team of customer service representatives, providing guidance, training, and performance evaluations Foster a positive and motivating work environment, encouraging teamwork, collaboration, and professional growth Collaborate with other departments, such as lending, operations, and marketing, to ensure seamless customer experiences and efficient branch operations Coordinate with internal stakeholders to address customer issues, escalate complex problems, and streamline processes Compliance and Risk ManagementEnsure compliance with regulatory requirements, internal policies, and procedures Stay updated with industry regulations and changes, implementing necessary measures to mitigate risks and maintain a compliant branch Conduct regular audits and reviews to identify and resolve any compliance or risk-related issues Educate branch staff on compliance guidelines and best practices Branch Performance and Operational ExcellenceMonitor and analyze branch performance metrics, such as sales targets, customer satisfaction, and operational efficiency Develop action plans to address performance gaps and improve overall branch performance Implement operational processes and controls to ensure smooth branch operations, cash management, and security measures Collaborate with the regional or area manager to align branch goals with organizational strategies

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.

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

Max Life Insurance Company Limited is looking for Associate Sales Manager - Bancassurance to join our dynamic team and embark on a rewarding career journey Bancassurance Sales Drive the sales of insurance products through partner banks by effectively promoting and positioning insurance offerings to potential customers Relationship Building Establish and maintain strong relationships with key personnel at partner banks, including branch managers, relationship managers, and customer service teams Training and Development Conduct training sessions for bank staff to enhance their knowledge of insurance products, sales techniques, and compliance requirements Sales Strategy Collaborate with the Sales Manager to develop and implement effective sales strategies to maximize revenue generation and achieve set targets Cross-Selling Identify cross-selling opportunities within the existing bank customer base and encourage the promotion of insurance products by the bank's employees Market Research Stay up-to-date with market trends, competitor activities, and customer needs to identify potential growth areas and enhance product offerings Performance Tracking Monitor and analyze sales performance data, prepare sales reports, and present findings to management regularly Compliance Ensure all sales activities adhere to regulatory guidelines and company policies, promoting ethical practices at all times Customer Service Provide excellent customer service to clients and address any inquiries or concerns related to insurance products in collaboration with the bank's customer service team Team Collaboration Collaborate with the broader sales team and other departments to leverage synergies and support overall business objectives

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

Max Life Insurance Company Limited is looking for Deputy Manager to join our dynamic team and embark on a rewarding career journey Assist the Manager in the day-to-day operations of the business, including setting goals, developing strategies, and overseeing the work of team members Take on leadership responsibilities as needed, including managing team members and making decisions in the absence of the Manager Identify and address problems or challenges within the business, and develop and implement solutions Collaborate with other departments and teams to ensure smooth and efficient operations Maintain accurate records and documentation Contribute to the development and implementation of business plans and goals

Max Life Insurance Company Limited is looking for Branch Relationship Manager to join our dynamic team and embark on a rewarding career journey Customer Relationship ManagementBuild and maintain strong relationships with customers, providing personalized service and addressing their financial needs Conduct regular meetings and reviews with customers to understand their goals, financial situations, and requirements Recommend and offer appropriate banking products and services, such as loans, deposits, investment options, and insurance Handle customer inquiries, complaints, and requests, ensuring prompt and satisfactory resolution Sales and Business DevelopmentDevelop and implement strategies to achieve branch sales targets and revenue goals Identify cross-selling and upselling opportunities to promote additional banking products and services Actively prospect for new customers through networking, referrals, and community involvement Conduct sales presentations, product demonstrations, and financial education sessions for customers Team Leadership and CollaborationLead and manage a team of customer service representatives, providing guidance, training, and performance evaluations Foster a positive and motivating work environment, encouraging teamwork, collaboration, and professional growth Collaborate with other departments, such as lending, operations, and marketing, to ensure seamless customer experiences and efficient branch operations Coordinate with internal stakeholders to address customer issues, escalate complex problems, and streamline processes Compliance and Risk ManagementEnsure compliance with regulatory requirements, internal policies, and procedures Stay updated with industry regulations and changes, implementing necessary measures to mitigate risks and maintain a compliant branch Conduct regular audits and reviews to identify and resolve any compliance or risk-related issues Educate branch staff on compliance guidelines and best practices Branch Performance and Operational ExcellenceMonitor and analyze branch performance metrics, such as sales targets, customer satisfaction, and operational efficiency Develop action plans to address performance gaps and improve overall branch performance Implement operational processes and controls to ensure smooth branch operations, cash management, and security measures Collaborate with the regional or area manager to align branch goals with organizational strategies

Max Life Insurance Company Limited is looking for Branch Relationship Manager to join our dynamic team and embark on a rewarding career journey Customer Relationship ManagementBuild and maintain strong relationships with customers, providing personalized service and addressing their financial needs Conduct regular meetings and reviews with customers to understand their goals, financial situations, and requirements Recommend and offer appropriate banking products and services, such as loans, deposits, investment options, and insurance Handle customer inquiries, complaints, and requests, ensuring prompt and satisfactory resolution Sales and Business DevelopmentDevelop and implement strategies to achieve branch sales targets and revenue goals Identify cross-selling and upselling opportunities to promote additional banking products and services Actively prospect for new customers through networking, referrals, and community involvement Conduct sales presentations, product demonstrations, and financial education sessions for customers Team Leadership and CollaborationLead and manage a team of customer service representatives, providing guidance, training, and performance evaluations Foster a positive and motivating work environment, encouraging teamwork, collaboration, and professional growth Collaborate with other departments, such as lending, operations, and marketing, to ensure seamless customer experiences and efficient branch operations Coordinate with internal stakeholders to address customer issues, escalate complex problems, and streamline processes Compliance and Risk ManagementEnsure compliance with regulatory requirements, internal policies, and procedures Stay updated with industry regulations and changes, implementing necessary measures to mitigate risks and maintain a compliant branch Conduct regular audits and reviews to identify and resolve any compliance or risk-related issues Educate branch staff on compliance guidelines and best practices Branch Performance and Operational ExcellenceMonitor and analyze branch performance metrics, such as sales targets, customer satisfaction, and operational efficiency Develop action plans to address performance gaps and improve overall branch performance Implement operational processes and controls to ensure smooth branch operations, cash management, and security measures Collaborate with the regional or area manager to align branch goals with organizational strategies QualificationsBachelor's degree in Business, Finance, or a related field Advanced degrees or certifications are a plus Proven experience in retail banking, branch management, or relationship management roles Strong knowledge of banking products, services, and financial industry trends Excellent customer service and relationship-building skills Sales-oriented mindset with a track record of meeting or exceeding sales targets Leadership abilities, with experience in managing and motivating a team Understanding of compliance regulations and risk management in the banking industry

Max Life Insurance Company Limited is looking for Deputy Manager to join our dynamic team and embark on a rewarding career journey Assist the Manager in the day-to-day operations of the business, including setting goals, developing strategies, and overseeing the work of team members Take on leadership responsibilities as needed, including managing team members and making decisions in the absence of the Manager Identify and address problems or challenges within the business, and develop and implement solutions Collaborate with other departments and teams to ensure smooth and efficient operations Maintain accurate records and documentation Contribute to the development and implementation of business plans and goals

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.

The function of Quality Assurance, Process Assurance, and New Systems Management is crucial for maintaining high standards and operational efficiency. Quality Assurance ensures that all processes and systems meet regulatory / company requirements and industry standards through regular audits and inspections. Process Assurance focuses on optimizing business processes by identifying areas for improvement and implementing standardized procedures. New Systems Management oversees the implementation and integration of new technological systems, ensuring they align with business objectives and enhance overall performance. Together, these functions contribute to delivering reliable, efficient, and high-quality services to sales, fostering ease of sales, daily operations and satisfaction. Job Summary Oversee the implementation and integration of new technological systems to support business objectives and operations. Managing the end-to-end lifecycle of new system projects, from planning to deployment. Collaborating with stakeholders to gather requirements and define project scope. Ensuring seamless integration of new systems with existing infrastructure. Conducting rigorous testing and validation to ensure system reliability and performance. Providing training and support to users of new systems. This role is essential for ensuring that new technological systems are effectively integrated into the companys operations, enhancing overall performance and supporting business objectives. Key Responsibilities Oversee the implementation and integration of new technological systems to support business objectives and operations. Manage the end-to-end lifecycle of new system projects, from planning to deployment, ensuring alignment with business goals. Collaborate with stakeholders across various business units to gather requirements, define project scope, and ensure that new systems meet business needs. Ensure seamless integration of new systems with existing business processes and infrastructure, minimizing disruption to operations. Conduct rigorous testing and validation to ensure system reliability, performance, and alignment with business requirements. Provide training and support to business users, ensuring they are equipped to effectively utilize new systems. Monitor and evaluate the performance of new systems post-implementation, making adjustments as necessary to optimize business outcomes. Facilitate communication between IT and business teams to ensure clear understanding and effective collaboration throughout the project lifecycle. Manage quality checks to ensure that all systems and processes meet regulatory and company standards. Write Business Requirement Documents (BRD) and Functional Requirement Specifications (FRS) to clearly outline project requirements and objectives. Draw wireframes and process flows with the support of technology teams to visualize system designs and workflows. Coordinate with quality assurance teams to conduct thorough testing and validation of new systems, ensuring they meet business and technical specifications. Develop and maintain comprehensive project documentation, including project plans, status reports, and post-implementation reviews. Identify and mitigate risks associated with new system implementations, ensuring that potential issues are addressed proactively. Stay updated with industry trends and best practices in system management and business analysis to continuously improve processes and systems. Lead change management efforts to ensure smooth transitions and adoption of new systems by business users. Provide ongoing support and troubleshooting for new systems, addressing any issues that arise and ensuring continuous improvement. Key skills required Project Management Oversee system projects from planning to deployment. Business Analysis Gather requirements, define scope, and write BRD/FRS. Technical Proficiency Understand system integration, testing, and validation. Quality Assurance Conduct quality checks and ensure compliance. Communication Facilitate collaboration and provide user training. Problem-Solving Identify and address issues during implementation. Change Management Lead efforts for smooth system adoption. Documentation Maintain comprehensive project documentation. Risk Management Identify and mitigate implementation risks. Industry Knowledge Stay updated with trends and best practices. Key Relationships Management (Internal /External) External Developers Internal Channel Head, Cross-functional teams (specially IT, Digital, Innovation and Quality teams) Desired qualification and experience Education bachelors degree in Business Administration, Information Technology, Computer Science, or a related field. An advanced degree (MBA or equivalent) is preferred. Experience Minimum of 5-7 years of experience in business analysis, systems management, or a related field. At least 3-5 years of experience in life insurance or financial services industry preferred. Proven track record of managing end-to-end system implementation projects, including planning, execution, and post-implementation support. Technical Skills Proficiency in project management tools and methodologies preferred. Strong understanding of system integration, testing, and validation processes. Experience with business process modelling and wireframing tools. Familiarity with regulatory requirements and industry standards in the life insurance sector.

Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 2 to 5 years of insurance experience Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance