Zonal Head is a senior leadership position managing the Bancassurance partnership with Yes Bank (YBL) within the designated zone and responsible for overseeing the performance, operations, and sales. The role involves managing multiple regions within the zone, driving sales growth, ensuring operational efficiency, and leading a team of regional managers, cluster managers, sales agents, and support staff. The incumbent will work closely with senior management to align strategies with the company s goals, ensuring the achievement of key performance indicators (KPIs) and business objectives within the zone. Zonal Head will be responsible for driving growth, expanding market share, and maintaining strong relationships with clients, partners, and stakeholders within the zone. Additionally, the candidate will suggest product synergies and identify various customer touch-points within Yes Bank for insurance sales opportunities and provide accurate and timely updates on competitors and best practices. Key Responsibilities Will be responsible for the Bancassurance (YBL) partnership for the assigned business unit Create and maintain engagement with National Manager/Zonal Managers/Regional managers and other key Yes Bank Head Office / Management Team members Lead a team of Zonal Managers/Regional Managers/Center manager and monitor their input/output activity for ensuring productivity and meeting all Business parameters Increasing insurance awareness and product penetration among Yes Bank s customers Increasing insurance penetration among Yes Bank staff members Suggest product synergies and capture Yes Bank s various customer touch-points for insurance sales opportunities Provide accurate and timely competitor updates/best practices Key skills required R elationship Management, Leading people, process adherence MEASURES OF SUCCESS Business Plan Adj MFYP (Rs.) - Plan v/s Actual Activation Plan Seller Activation (%) - Plan Vs Actual Collections 15th month Persistency (%) - >75% Sales process Adherence 1.Implementation of CRM 2.Governance Rhythm 3.Business Leakage & complaints Effective Management of People Talent Retention - 70% G2V2 retention - >90%. Engagement Score - 85% Key Relationships (Internal /External) Distribution leaders HR Team Training Team Planning & Analytics Team Yes Bank Management & Sales Team Desired qualification and experience Graduate/ Post Graduate in any discipline Good communication skills - English & regional language (preferred) Age group 38 - 45 years Preferably has own conveyance 15-18 years of overall exp. in sales with a minimum of 10-12 years combined work experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management.

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

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 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 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

We're looking for talented individuals to provide expert life insurance advice to our clients, achieve their financial goals.As a Life Insurance Advisor,you'll have the opportunity to build a team,working with them earning a competitive income Required Candidate profile Candidate Profile: Age: 25-65 Education: 12th pass- graduation Experience: 0-5 years. Ability to build strong team. Business development with team Perks and benefits Convayance allowance, incentive, foreign contest

Key Skills:- · Responsible for making clients meeting. · Highly proficient in Handling Customer Care Services. · Possess Good communication and Interpersonal Skills. · Ability to deal professionally with a number of Customers. · Ability to adapt a new process in limited time frame. · Excellent listening skills. · Maintaining the company systems.

Processing of New Business Applications Discrepancy Management - FOP s WIP Management Handling Field Ops Queries & Complaints Processing of cheques / cash / credit card Poll Coll clearance Petty Cash Management Vendor Management Statutory and Facility Management Agency Contract - Existing agents Adherence to all regulatory requirements Agent Licensing - New Training program reimbursement Processing of customer request - POS

He/she should have experience of email handling. Ensure adherence to documented processes, procedures and controls Liaise with other support units in Home Office (such as Operations, Products, Actuaries, Finance, Admin, IT) to address the team issues and resolved Publish MIS WIP management Track daily activity. Maintain the DNPS score and accuracy. Measure of Success Customer satisfaction scores Agent satisfaction scores TAT of Customer/Agent query resolution as per defined SLA 100% compliance to standards. Desired qualifications and experience Graduate with 2 years experience in operations / customer service Knowledge and skills required Customer centricity Excellent communication skills Good command on excel Basic analytical skills

Recruitment of Agents & Advisors(A&A) and Officer Rakshak s Officer Rakshak(OR) & Agent Development Meeting Business goals Unit Prospecting Cantonment Mapping KEY RESPONSIBILITIES Develop various sources of OR and A&A hiring and build a team of Agents Ensure product knowledge by Max Life Insurance ways of training Field demonstration (FODs) & Product Presentation to Defence Personnel s Work closely with OR s & Agents on planning and reviewing of activities and goals Achievement of monthly, quarterly & yearly business plans Ensure Companys 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 Organize Service Camps at Cantonments Maintaining healthy Annual Policy Ratio Cantonment relationship 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 Office Experience- 2-7 years in Sales MINIMUM EDUCATION Graduate preferably with an MBA Preference of Industry background Preference 1 Insurance/financial sales exp + Defence experience Preference 2 Sales Background, any industry + Defence experience Preference 3 Defence Ex-servicemen Preference 4 Insurance Sales+ history of adaptability to new business avenues

Manage Risk Investigation for Controlling Mortality and reduction in Crude Death Rate Identify patterns of Sales Malpractices and work with Linkages to facilitate field Will be primary responsible for the coordination and handling of investigation agencies that carry out field verifications on behalf of Max Life. Monitoring and controlling the work done by the Risk verification agencies regularly. Ensure that the quality of the reports submitted by the agency is good. Identify new agencies for conducting verifications. Create effective MIS/ database of all investigations/cases handled Develops fraud investigation and fraud reporting standards and procedures, monitors compliance, and contributes to quality improvements and the improvement of fraud risk management practices and policies. To effectively conduct the regular activities of the UW risk management Unit & minimize fraud losses & carry out effective risk management with Due Diligence. Meet the requirements of Anti-Fraud & Risk management department goals. Measures of Success Reduction of fraud incidence Incidence of fraudulent death claim drop Desired qualification and experience Graduate/Post Graduate in any discipline preferably in Insurance, Life Sciences, Commerce or medicine. 4+ years experience in Life/Health Insurance/TPA/ other Operations preferably in claims management and processing Should be we'll versed with MS office, particularly MS Excel. Knowledge and skills required High analytical skills Strong on core values of Max Life Strong communication (verbal and written), interpersonal, and influencing skills.

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 & 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

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

Is responsible for managing, developing & supervising the team with a key focus on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self sourced business from HNI clientele KEY RESPONSIBILITIES Service through relationship management Identify, interview and select sales executives with support from HR. To meet the following productivity measures for the unit Premium per executive, case rate, persistency, retention and a high % of executives exceeding planned productivity standards Exceed revenue targets Undertake joint field work with executives and observe/demonstrate successful selling skills Conduct Fortnightly performance review (PRP) with executives Help executives use the GOLD system for maximizing business from a given target market Supervise daily activity plan of all executives to ensure that these are being fulfilled as per the desired levels Ensure that all executives under supervision perform 100% as per the company s rules and regulations wrt. Need based selling, Compliance and Customer service Effectively manage, track and convert leads provided by the in-house telemarketing unit. Engage with customers to provide quick response to customer queries, provide customer service. Assist in Direct customer service policyholder s complaint resolution. Ensure retention of in his allocated book of relations. Educate team/ prospects about MLI products vis- -vis products of competition to enable them in taking appropriate decisions Sales Focus on cross-sell & up-sell opportunity through self sourcing Ensure successful completion of licensing as per MLI standards Measures of Success Target Achievements (Adj. AFYP, NOP, % Penetration in assigned book of relations of team & Product Mix) Team G3 standard productivity (mainly case rate, case size & Collections) and % of executives consistently achieving G3 standards. Retention of Team Persistency of Portfolio Process Compliance Timeliness & accuracy of reports % Collection (Plan Vs Actual) Complaint Resolution /Customer satisfaction Self Development through certifications/trainings etc Key Relationships (Internal /External) Internal - HR/Trainers/Supervisors/Peers External- Customers Key competencies/skills required Familiarity with the local market Ability to supervise, develop & motivate team. Result Orientation & adaptability to change Leadership ability Disciplined, structured & process driven MS Office Desired qualification and experience Graduate preferably with an MBA degree Prior experience in team handling role Preferably 25-30 years of age

The Bancassurance Department within Axis Max Life Insurance plays a critical role in driving the distribution of life insurance products through our strategic partnership with Yes Bank. This department leverages Yes Bank s existing customer base and infrastructure to offer insurance solutions. Bancassurance Department serves as a bridge between Axis Max Life Insurance Company and Yes Bank, ensuring that insurance products are effectively marketed and sold to a wide customer base, while maintaining high standards of customer service, compliance, and performance. Below is a summary of the key functions typically performed by the Bancassurance Department Sales and Distribution Management Customer Relationship Management Compliance and Regulatory Oversight Job Summary This role involves establishing and strengthening relationships with branch managers and staff to generate leads, the candidate will actively participate in branch activities. The incumbent will be responsible for closing sales and ensuring follow-up on issuance. A key aspect of the role is to increase the bank s customer awareness about life insurance solutions and achieve targeted penetration of cross-sell within the branch s customer base. The candidate will effectively drive reward and recognition programs for bank staff and regularly train them on life insurance concepts and new product introductions. Key Responsibilities Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate. Closing sale and following up on issuance. 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. Train the bank staff regularly on concepts in life insurance and new product introductions. Key skills required Communication skills Strategic thinking Product Knowledge Problem solving Time management Customer relationship management Deal closing skills Goal oriented Customer centricity. Desired qualification and experience Graduate/ Post Graduate in any discipline 2 to 4 years of experience in sales Good communication skills - English & regional language (preferred) Age group 22-28 years Preferably has own conveyance

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 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.